Job Description
Are you a results-oriented professional looking to make a tangible impact on the financial future of individuals and families? Horizon Wealth Management is seeking a passionate and experienced Financial Advisor to join our dynamic team in the heart of Philadelphia, PA.
We believe in a client-centric approach, prioritizing transparency and long-term relationships. As a Financial Advisor at Horizon, you will have the autonomy to design comprehensive financial plans, manage investment portfolios, and guide clients through market fluctuations with confidence.
Whether you are an experienced advisor looking for a supportive environment or a motivated professional ready to launch your career, we offer the resources, mentorship, and high-conversion tools you need to succeed.
Responsibilities
- Client Consultation: Conduct in-depth consultations to understand clients' financial goals, risk tolerance, and retirement needs.
- Financial Planning: Develop and present personalized financial plans, including retirement, estate, tax, and insurance strategies.
- Investment Management: Manage and monitor investment portfolios, ensuring alignment with client objectives and market conditions.
- Market Analysis: Stay abreast of economic trends, regulatory changes, and investment opportunities to provide informed advice.
- Compliance & Ethics: Ensure all activities adhere to FINRA regulations and internal compliance standards.
- Business Development: Build and maintain a robust network of referrals and new client relationships.
Qualifications
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field (Master’s preferred).
- Licensure: Series 7, Series 63, and Life/Health Insurance licenses required (or willingness to obtain).
- Experience: Minimum 2-3 years of experience in financial services, wealth management, or sales.
- Certifications: CFP, CFA, or ChFC designation is highly desirable.
- Skills: Strong analytical abilities, exceptional communication skills, and a client-first mindset.