Job Description
We are looking for a dynamic and results-driven Financial Advisor to join our premier team in Milwaukee, WI. If you are passionate about helping clients achieve financial freedom and want to build a thriving practice with full support, this is your opportunity.
At Horizon Wealth Partners, we believe in empowering our advisors with the tools, training, and resources needed to succeed. You will be part of a culture that values integrity, innovation, and exceptional client service.
Why Join Us?
- Unlimited earning potential with a competitive commission structure.
- Access to top-tier investment platforms and research tools.
- Comprehensive mentorship and training programs.
- A collaborative environment in the heart of downtown Milwaukee.
Take the next step in your career today by applying for this Financial Advisor position.
Responsibilities
- Client Acquisition: Develop and execute strategies to attract new clients and grow the existing book of business in the Milwaukee area.
- Financial Planning: Conduct comprehensive financial needs analyses and create personalized financial plans, including retirement, estate, and tax strategies.
- Portfolio Management: Manage investment portfolios, monitor market performance, and adjust strategies to align with client goals.
- Sales & Marketing: Promote firm services through networking, community events, and referral programs.
- Compliance: Ensure all advice and sales practices adhere to FINRA regulations and company policies.
- Client Relations: Maintain regular contact with clients to review account performance and provide ongoing education.
Qualifications
- Licensing: Series 7 and Series 66 (or Series 6 & 63) licenses required; willing to obtain if not currently held.
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field preferred.
- Experience: Minimum of 1-2 years of experience in financial sales, investment advising, or a related role.
- Communication: Excellent verbal and written communication skills with the ability to explain complex financial concepts simply.
- Drive: Proven track record of meeting or exceeding sales targets and a self-motivated work ethic.
- Integrity: Strong commitment to ethical standards and fiduciary responsibility.