Job Description
Are you ready to shape the financial future of our clients?
Horizon Wealth Management is expanding our team in New Orleans, LA, and we are looking for a dynamic Financial Advisor to join us immediately. If you thrive in a results-oriented environment and have a passion for helping individuals and families secure their wealth, this is the perfect role for you.
With a commitment to excellence and a culture of mutual growth, we offer a pathway to a rewarding career where you can start making an impact tomorrow.
Responsibilities
- Client Relationship Management: Build and nurture long-term relationships with new and existing clients through personalized financial planning and regular consultations.
- Financial Analysis: Assess client financial situations, risk tolerance, and goals to develop comprehensive wealth management strategies.
- Investment Advisory: Manage and optimize investment portfolios, ensuring alignment with client objectives and market conditions.
- Market Research: Stay abreast of market trends, economic indicators, and financial products to provide informed advice.
- Compliance & Ethics: Adhere to all regulatory requirements and internal compliance policies to maintain the highest standards of integrity.
- Lead Generation: Actively participate in networking events and community outreach to generate new business opportunities.
Qualifications
- Licensure: Series 7 and Series 66 licenses (or willingness to obtain).
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Experience: Minimum of 2 years of experience in financial sales or investment advisory.
- Skills: Strong analytical abilities, exceptional verbal and written communication skills, and proficiency in financial software.
- Attributes: Self-motivated, goal-driven, and able to work in a fast-paced, team-oriented environment.