Job Description
Are you a driven professional looking to make a tangible impact on the financial well-being of your community? Horizon Financial Group is seeking a highly motivated Financial Advisor to join our direct hire team in Milwaukee, WI.
As a premier wealth management firm, we pride ourselves on a culture of integrity, growth, and client-centric service. In this role, you will build lasting relationships with high-net-worth individuals and families, guiding them through complex financial landscapes to achieve their retirement and lifestyle goals.
Why Join Us?
- Competitive base salary with uncapped commission structure.
- Comprehensive training and mentorship programs.
- State-of-the-art technology and support systems.
We are looking for a self-starter who is ready to elevate their career in finance.
Responsibilities
- Develop and execute comprehensive financial plans tailored to client needs, including retirement, estate, and tax strategies.
- Manage and grow a book of business through prospecting, networking, and relationship management.
- Monitor market trends and recommend investment products that align with client risk tolerance and financial objectives.
- Conduct regular portfolio reviews and client meetings to ensure financial plans remain aligned with life changes.
- Collaborate with internal teams, including tax and legal specialists, to provide holistic advice.
- Ensure full compliance with FINRA regulations and firm policies.
Qualifications
- Series 6, 7, and 63 licenses (or willingness to obtain).
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Strong interpersonal and communication skills with a focus on client service.
- Proven track record in sales or financial services is preferred.
- Ability to work independently while contributing to a collaborative team environment.
- CFP® certification is a plus.