Job Description
Join Wealth Horizon Partners as a Financial Advisor in Mesa, AZ and transform lives through strategic wealth management. We're seeking passionate professionals to build client portfolios, deliver personalized financial planning, and drive long-term growth in Arizona's thriving financial sector. Our award-winning team combines cutting-edge technology with human-centric service to deliver exceptional client outcomes. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that values innovation and integrity.
Responsibilities
- Develop and execute customized financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic networking and referrals
- Conduct in-depth market analysis to optimize investment strategies and risk management
- Deliver ongoing financial education workshops and client relationship management
- Collaborate with cross-functional teams on tax planning, retirement solutions, and estate strategies
- Exceed quarterly sales targets while maintaining compliance with FINRA regulations
- Leverage CRM systems to track client interactions and pipeline growth
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7 & 66/65 licenses with current FINRA registrations
- 3+ years of experience in financial advisory or wealth management
- Proven track record of meeting/exceeding sales targets
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- Valid Arizona state securities license
- Certified Financial Planner (CFP) designation highly desirable