Job Description
Are you a driven financial professional looking for a role that combines flexibility with high-impact results? Horizon Financial Group is seeking a dynamic Financial Advisor to join our expanding team in the beautiful Colorado Springs area. We pride ourselves on a culture that values autonomy, integrity, and client-centric service. As a remote-friendly firm, we empower our advisors to build their own businesses while providing world-class support, technology, and training.
In this role, you will have the opportunity to help individuals and families navigate the complexities of wealth management, retirement planning, and investment strategies. If you possess a strong sales ethic and a passion for financial literacy, we want to hear from you.
Why Join Horizon Financial Group?
- Remote Flexibility: Work from the comfort of your home or our modern Colorado Springs office.
- Comprehensive Training: Access to top-tier mentorship and certification support (Series 7/66).
- Performance Bonuses: Lucrative commission structures designed for high achievers.
- Modern Tech Stack: Utilize cutting-edge CRM and trading platforms.
Take the next step in your career and make a tangible difference in the financial lives of Colorado Springs residents.
Responsibilities
- Client Acquisition: Develop and execute strategies to acquire new clients through networking, community events, and referrals.
- Financial Planning: Conduct comprehensive financial needs analyses and create personalized financial plans tailored to client goals.
- Investment Management: Manage and monitor client portfolios, ensuring alignment with risk tolerance and long-term objectives.
- Relationship Management: Build and maintain strong, trust-based relationships with clients to ensure retention and growth.
- Market Analysis: Stay abreast of economic trends, market shifts, and regulatory changes to provide informed advice.
- Compliance: Ensure all client interactions and documentation adhere to FINRA and firm compliance standards.
Qualifications
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Licensing: Series 6, 7, and 63 licenses (or willingness to obtain immediately).
- Advanced Licensing: Series 66 or 65 licenses are highly preferred.
- Experience: 2+ years of experience in financial services, wealth management, or sales.
- Skills: Strong analytical skills, attention to detail, and proficiency in MS Office Suite.
- Communication: Excellent verbal and written communication skills with a focus on client education.