Job Description
Are you a driven professional looking to make a tangible impact in the financial sector? Horizon Financial Group is seeking a motivated Financial Advisor to join our dynamic team in Philadelphia, PA.
We are proud to offer a competitive Sign-on Bonus for qualified candidates who are ready to accelerate their career. In this role, you will have the opportunity to build lasting relationships with high-net-worth clients, provide expert financial guidance, and help them achieve their life goals.
Why Join Us?
- Generous Sign-On Bonus: Start your career with a financial boost.
- Top-Tier Training: Comprehensive mentorship programs led by industry veterans.
- Flexible Schedule: Achieve work-life balance with our flexible time-off policy.
Ready to take the next step? Apply today!
Responsibilities
- Develop and maintain a robust network of new and existing clients to achieve sales targets.
- Analyze client financial situations to provide tailored investment and insurance solutions.
- Create comprehensive financial plans including retirement, estate, and tax strategies.
- Monitor market trends and recommend portfolio adjustments to optimize performance.
- Conduct regular portfolio reviews and client meetings to ensure satisfaction and retention.
- Collaborate with internal teams to ensure seamless service delivery for clients.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field (preferred).
- Series 7, 63, and 66 licenses (or willingness to obtain within probationary period).
- Minimum of 2-3 years of experience in financial services, sales, or client management.
- Strong interpersonal and communication skills with a focus on relationship building.
- Self-motivated with a proven track record of meeting or exceeding sales goals.
- Ability to work independently and manage a diverse client portfolio effectively.