Job Description
Are you ready to build a lucrative career in finance? Horizon Wealth Partners is looking for driven individuals to join our team as Financial Advisors. We believe in investing in our people, which is why we offer a comprehensive paid training program designed to fast-track your success in the industry.
In this role, you will have the opportunity to help families and businesses achieve their financial goals through personalized planning and investment strategies. You will be supported by a team of industry veterans who are dedicated to your professional development.
Responsibilities
- Conduct in-depth financial needs analyses with prospective and existing clients.
- Develop and present customized financial plans, retirement strategies, and investment portfolios.
- Build and nurture long-term relationships with a diverse client base to ensure retention and growth.
- Stay abreast of market trends and regulatory changes to provide expert advice.
- Meet and exceed sales targets to contribute to the firm's revenue goals.
- Collaborate with compliance and leadership to ensure all client interactions adhere to industry standards.
Qualifications
- Bachelor’s degree in Finance, Business, or related field (preferred but not required).
- Strong interpersonal communication and active listening skills.
- A proven track record of sales achievement or a high desire to learn.
- Valid driver’s license and willingness to travel for client meetings.
- Ability to obtain FINRA licenses (Series 6, 7, and 63) within the first 6 months of employment.
- High level of integrity, professionalism, and a client-first mindset.