Job Description
Join Wealth Horizon Partners as a Financial Advisor in the heart of New York City and transform your career in wealth management. We're seeking dynamic professionals to build client portfolios while enjoying unparalleled mentorship, industry-leading tools, and a culture of excellence. Our competitive compensation structure includes uncapped commissions, comprehensive benefits, and rapid advancement opportunities for top performers.
Located in Manhattan's financial district, our firm specializes in high-net-worth client acquisition and holistic financial planning. We provide extensive training in investment strategies, compliance protocols, and client relationship management to ensure your success. Join our team of industry experts and make a meaningful impact on clients' financial futures.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Acquire new clients through targeted networking and digital marketing initiatives
- Manage diverse portfolios including equities, bonds, real estate, and alternative investments
- Conduct regular portfolio reviews and performance analysis with clients
- Ensure compliance with FINRA regulations and SEC guidelines
- Collaborate with internal teams for tax optimization and estate planning
- Maintain CRM records and track client acquisition metrics
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66, and state securities licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory or wealth management experience
- Proven track record in client acquisition and portfolio management
- Strong analytical skills with ability to interpret market trends
- Excellent communication and presentation abilities
- Experience with financial planning software (e.g., MoneyGuidePro, eMoney)
- Professional demeanor with ability to build trust with high-net-worth clients