Job Description
Are you ready to shape financial futures?
At Horizon Financial Solutions, we believe in empowering our clients to achieve their dreams through strategic wealth management. We are currently seeking a dynamic and driven Financial Advisor to join our growing team in the heart of Newark, NJ. If you have a passion for helping individuals and families secure their financial well-being, we want to hear from you.
Why Join Us?
- Competitive base salary with uncapped commission structure.
- Comprehensive training programs and ongoing mentorship.
- State-of-the-art technology and resources at your fingertips.
- A collaborative and inclusive work culture.
We are looking for a professional who excels in building relationships and navigating complex financial landscapes.
Responsibilities
- Client Acquisition & Retention: Develop and maintain strong relationships with new and existing clients to drive business growth and retention.
- Financial Planning: Conduct comprehensive financial needs analyses and create personalized financial plans, including retirement, estate, and tax strategies.
- Investment Management: Manage and monitor client portfolios, making informed asset allocation decisions based on market trends and client goals.
- Compliance & Documentation: Ensure all advice, recommendations, and transactions adhere to strict regulatory standards and internal policies.
- Market Analysis: Stay abreast of economic trends and financial products to provide clients with the most relevant advice.
- Team Collaboration: Work closely with internal specialists such as tax advisors and estate planners to provide holistic solutions.
Qualifications
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field required.
- Licensing: Series 6, 7, and 63 licenses (or willingness to obtain within 90 days).
- Experience: Minimum of 2-3 years of experience in financial sales or advisory services preferred.
- Skills: Strong analytical skills, attention to detail, and proficiency with financial planning software.
- Communication: Exceptional verbal and written communication skills with the ability to simplify complex financial concepts.
- Self-Motivation: Proven track record of meeting sales targets and a drive for continuous self-improvement.