Job Description
Are you driven, ambitious, and ready to launch a lucrative career in the financial industry? Horizon Wealth Solutions is seeking dedicated individuals for our exclusive Financial Advisor Paid Training Program in Lexington, KY.
We don't just hire employees; we invest in future leaders. Our comprehensive training curriculum provides you with the tools, certifications, and mentorship necessary to succeed in a high-growth environment. If you are ready to turn your passion for helping others into a rewarding income, we want to meet you.
Why Join Us?
- Comprehensive Paid Training: No prior experience required. We provide the roadmap to success.
- Competitive Compensation: Base salary + uncapped commission structure.
- Mentorship: Work directly with top-producing advisors to refine your craft.
- Career Growth: Clear pathways to senior management and ownership.
What You Will Do
As a Financial Advisor Trainee, you will guide clients through their financial journey, offering tailored strategies for retirement, wealth management, and insurance.
Responsibilities
- Build and nurture long-term relationships with new and existing clients to understand their unique financial goals and risk tolerance.
- Develop and present comprehensive financial plans, including investment strategies, retirement planning, and estate planning.
- Engage in our structured training program to obtain Series 6, 7, and 63 securities licenses within the first year.
- Conduct market research and product analysis to recommend the best financial solutions for client needs.
- Collaborate with the senior leadership team to refine sales techniques and improve client retention rates.
- Manage a growing book of business while maintaining strict compliance with FINRA regulations.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field (equivalent experience will be considered).
- Strong interpersonal and communication skills with a natural ability to connect with diverse client demographics.
- Demonstrated self-motivation and the drive to succeed in a commission-based environment.
- Excellent time management skills and the ability to work independently and meet sales targets.
- A high level of integrity and a genuine passion for helping others achieve financial security.
- Willingness to obtain necessary FINRA licenses (Series 6, 7, 63) and state insurance licenses.