Job Description
We are looking for a dynamic and results-oriented Financial Advisor to join our premier team in Philadelphia, PA. In this role, you will have the unique opportunity to build lasting relationships with clients while helping them navigate their financial futures with confidence.
At Horizon Wealth Management, we believe in empowering our advisors with the tools, training, and support they need to succeed. If you are a self-starter with a passion for financial planning and wealth preservation, we want to hear from you.
Key Benefits:
- Competitive base salary with uncapped earning potential.
- Comprehensive health, dental, and vision coverage.
- Annual mentorship and professional development budget.
- Hybrid work schedule and collaborative office culture.
Responsibilities
- Conduct in-depth financial needs analyses to develop customized investment and retirement strategies for clients.
- Manage and monitor existing client portfolios, making strategic adjustments based on market performance and life events.
- Build and nurture a robust network of new and existing clients through networking events, community outreach, and referrals.
- Present complex financial concepts and product solutions in a clear, jargon-free manner.
- Ensure strict compliance with FINRA regulations, SEC guidelines, and internal policies.
- Collaborate with estate planning attorneys and tax professionals to provide holistic financial advice.
- Track market trends and economic indicators to provide timely insights to your client base.
Qualifications
- Minimum of 3-5 years of experience in financial services, wealth management, or sales.
- Certified Financial Planner (CFP) designation preferred; Series 7, Series 66, and Life Insurance licenses required.
- Bachelor’s degree in Finance, Business Administration, or a related field.
- Strong analytical skills with the ability to interpret market data and financial statements.
- Exceptional communication skills with a focus on client service and relationship building.
- Demonstrated ability to meet or exceed sales targets and KPIs.