Job Description
Are you looking to launch a successful career in the financial services industry? Horizon Wealth Partners is currently seeking driven and motivated individuals to join our growing team as Financial Advisors. We are proud to offer a comprehensive mentorship program for those with no prior experience, allowing you to learn from industry experts while helping clients achieve financial freedom.
As a Financial Advisor, you will be at the forefront of helping individuals and families secure their futures. We are looking for candidates who possess high integrity, strong communication skills, and a genuine desire to serve others.
Why Choose Horizon Wealth Partners?
- Zero Experience Required: Full training and licensing support provided.
- Career Growth: Clear pathways for advancement within a stable organization.
- Supportive Culture: Work in a collaborative environment with ongoing coaching.
Don't let a lack of experience stop you from pursuing your passion for finance. Apply today to start your journey with us.
Responsibilities
- Client Acquisition: Proactively prospect and network to build a robust client base in Riverside and the surrounding areas.
- Needs Assessment: Conduct detailed financial needs analyses to understand clients' short-term and long-term goals.
- Product Recommendations: Recommend tailored financial solutions, including insurance products, retirement planning, and investment strategies.
- Relationship Management: Maintain strong, long-term relationships with clients through regular communication and exceptional service.
- Compliance Adherence: Ensure all sales and advisory activities comply with federal and state regulations.
- Market Education: Educate clients on market trends and economic changes to help them make informed decisions.
Qualifications
- Education: High school diploma or GED required; Bachelor’s degree in Finance, Economics, or Business is a plus.
- Experience: No prior financial experience required. We are looking for the right attitude and work ethic.
- Communication: Superior verbal and written communication skills with the ability to present complex information clearly.
- Self-Motivation: Highly self-disciplined, goal-oriented, and capable of working independently in a commission-based environment.
- Integrity: A strong commitment to ethical behavior and fiduciary responsibility.
- Technology: Basic computer proficiency and eagerness to learn proprietary financial software.