Job Description
Are you a driven professional looking to make a tangible impact on clients' futures? Horizon Wealth Group is seeking a top-tier Financial Advisor to join our dynamic team in New York, NY. In this pivotal role, you will leverage cutting-edge technology and a consultative approach to deliver personalized wealth management strategies. We prioritize mentorship, professional development, and a culture of success. If you are ready to elevate your career in the heart of NYC, apply now.
Our firm offers a collaborative environment where your success is our priority. You will have access to premium training programs, advanced CRM tools, and a robust support network to help you grow your book of business.
Responsibilities
- Conduct comprehensive financial needs analyses for high-net-worth clients to determine appropriate asset allocation.
- Develop and execute tailored investment strategies, including portfolio management and retirement planning.
- Build and maintain long-term relationships through exceptional client service and regular portfolio reviews.
- Monitor global market trends and economic indicators to adjust strategies proactively.
- Ensure strict adherence to FINRA regulations and internal compliance standards.
- Present complex financial concepts in a clear, understandable manner to clients and prospects.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Series 7, Series 66 (or 63), and Life Insurance licenses required.
- Minimum of 2-5 years of experience in financial advising or wealth management.
- Strong analytical skills with the ability to interpret market data.
- Excellent verbal and written communication skills with a focus on client engagement.
- Demonstrated ability to work independently and as part of a team.