Job Description
Are you looking for a career that offers unlimited earning potential and the chance to make a real difference in people's lives? Horizon Wealth Management Group is seeking driven individuals to join our team as Financial Advisors.
We are proud to be an entry-level friendly organization. We do not require prior experience in the financial sector. Instead, we provide comprehensive training, mentorship, and the tools you need to succeed. If you are a natural leader with excellent communication skills and a passion for helping others secure their financial future, we want to hear from you.
Why Join Horizon?
- Comprehensive Training: Receive top-tier mentorship and certification support.
- Flexible Schedule: Achieve a healthy work-life balance.
- Performance-Based Pay: Earn what you deserve with competitive commission structures.
- Career Growth: Clear pathways to management and senior advisory roles.
What You Will Do:
As a Financial Advisor, you will serve as a trusted partner to your clients, guiding them through complex financial decisions. Your role involves building trust, analyzing needs, and crafting strategies that align with their long-term goals.
Responsibilities
- Build and maintain strong, long-lasting relationships with new and existing clients.
- Analyze client financial situations to determine their goals, risk tolerance, and investment needs.
- Present financial solutions and product recommendations tailored to client requirements.
- Assist in the preparation of financial plans, investment proposals, and policy reviews.
- Manage client portfolios and monitor market trends to ensure optimal performance.
- Conduct regular follow-up calls and meetings to ensure client satisfaction and retention.
- Participate in ongoing professional development and training programs to stay current with industry regulations.
Qualifications
- High school diploma or GED required; Bachelor’s degree in Finance, Business, or related field is a plus.
- Strong interpersonal and communication skills with the ability to explain complex concepts clearly.
- Demonstrated integrity, honesty, and professionalism in all interactions.
- Willingness to obtain necessary state licenses (Series 6, 7, and 63) within a specified timeframe.
- Basic proficiency in Microsoft Office Suite and CRM software.
- Self-motivated and results-oriented with a strong drive for sales and revenue growth.
- Ability to work independently and as part of a collaborative team environment.