Job Description
Are you a driven professional seeking a rewarding career in finance? Horizon Wealth Solutions is currently looking for a dedicated Financial Advisor to join our dynamic team in Pittsburgh, PA.
We pride ourselves on offering a flexible work environment that empowers you to manage your schedule while delivering exceptional value to our clients. Whether you prefer a traditional office setting or the freedom to work remotely, we provide the infrastructure and support you need to thrive.
In this role, you will be the architect of our clients' financial futures, helping them navigate complex markets to achieve their long-term goals.
Responsibilities
- Build and maintain long-term relationships with clients to assess their financial needs and goals.
- Develop and present comprehensive financial plans, including retirement planning, investment strategies, and risk management.
- Monitor market trends and adjust portfolios to maximize returns while mitigating risk.
- Conduct regular portfolio reviews and provide expert advisory services to clients.
- Assist in the sale of financial products in strict compliance with federal and state regulations.
- Stay current on industry changes, economic shifts, and regulatory updates.
- Collaborate with the internal team to enhance service delivery.
Qualifications
- Bachelor’s degree in Finance, Economics, or Business Administration (preferred).
- Series 7 and Series 66 licenses (or willingness to obtain them).
- 1+ years of experience in financial planning or investment advisory (startup experience a plus).
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills to connect with diverse clients.
- Self-motivated, detail-oriented, and goal-driven.