Job Description
Are you ready to launch a lucrative career in wealth management?
At Horizon Financial Partners, we believe in investing in talent. We are seeking ambitious individuals in Durham, NC to join our elite Financial Advisor team through our Paid Training Program. If you are driven, coachable, and looking for a career with unlimited earning potential, we provide the roadmap to success.
As a Financial Advisor, you will serve as a trusted partner to your clients, helping them navigate their financial futures. We offer a comprehensive paid training curriculum, mentorship from top producers, and a culture of success. Join us and turn your ambition into a rewarding profession.
Responsibilities
- Build and Manage Client Relationships: Develop and maintain a robust network of clients by providing exceptional service and financial guidance.
- Conduct Financial Needs Analyses: Meet with clients to understand their goals, risk tolerance, and current financial situations to create tailored strategies.
- Present Financial Solutions: Recommend appropriate investment products, insurance policies, and retirement planning solutions that align with client objectives.
- Market and Promote Services: Utilize our marketing platforms and lead generation tools to attract new business and expand your client base.
- Monitor Portfolio Performance: Regularly review and adjust client portfolios to ensure they meet performance benchmarks and changing market conditions.
- Compliance & Documentation: Ensure all client interactions and recommendations adhere to strict regulatory standards and internal compliance policies.
Qualifications
- Educational Background: Bachelor’s degree preferred, or equivalent professional experience in sales or finance.
- Communication Skills: Excellent verbal and written communication abilities; capable of explaining complex financial concepts clearly.
- Drive & Ambition: Self-motivated individuals with a strong desire to succeed and a high comfort level with commission-based compensation.
- Coaching Ability: Willingness to learn, take feedback, and participate actively in training workshops and mentorship programs.
- Interpersonal Skills: A natural ability to connect with people and build rapport quickly.
- Flexibility: Ability to work flexible hours, including evenings and weekends, to accommodate client needs.