Job Description
Welcome to Horizon Wealth Management, where we are dedicated to empowering individuals and families to achieve their financial dreams. We are currently seeking a dynamic and results-oriented Financial Advisor to join our thriving team in the heart of Miami.
As a Financial Advisor with us, you will play a pivotal role in guiding our clients through complex financial landscapes. You will have the opportunity to build lasting relationships, craft personalized investment strategies, and help secure the financial futures of our diverse clientele in South Florida.
Why Join Us?
- Competitive compensation package with uncapped earning potential.
- Access to premium training and mentorship programs.
- A collaborative culture that values innovation and integrity.
- Flexible work environment in the bustling Miami financial district.
Responsibilities
- Develop and execute comprehensive financial plans tailored to each client's unique goals and risk tolerance.
- Conduct regular portfolio reviews and market analyses to optimize investment performance.
- Build and nurture a robust network of referral sources and professional relationships.
- Provide expert guidance on retirement planning, estate planning, and wealth preservation.
- Ensure strict adherence to all regulatory compliance standards and fiduciary responsibilities.
- Educate clients on complex financial products and market trends effectively.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Series 6, 63, and 65 licenses (or willingness to obtain them).
- Certified Financial Planner (CFP) designation is a plus.
- Strong interpersonal and communication skills with a client-centric approach.
- Proven track record of sales success and relationship management.
- Valid Life and Health Insurance license (if applicable to state regulations).