Job Description
Are you a driven professional looking to make a tangible impact on clients' futures? Horizon Financial Group is seeking a dedicated Financial Advisor to join our dynamic team in Santa Ana, CA. We pride ourselves on a culture that values autonomy, expertise, and flexibility. This is a remote-friendly position, allowing you to serve clients effectively from our office or from the comfort of your home.
In this role, you will guide clients through their financial journeys, helping them navigate market complexities and achieve their long-term goals. We offer a competitive compensation package, comprehensive training, and the tools you need to succeed.
Responsibilities
- Conduct in-depth financial needs analyses to create personalized investment and retirement strategies.
- Manage and grow a book of business through effective client acquisition, relationship building, and retention.
- Present complex financial concepts to clients in a clear, jargon-free manner.
- Stay current on market trends, regulatory changes, and economic indicators.
- Collaborate with the compliance team to ensure all practices adhere to FINRA and SEC regulations.
- Develop and execute marketing strategies to expand your client base within the Santa Ana area.
Qualifications
- Certified Financial Planner (CFP) designation preferred; Series 7 and Series 66 licenses required.
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Minimum of 3-5 years of experience in financial advising, wealth management, or sales.
- Strong analytical skills with the ability to interpret market data and financial statements.
- Exceptional communication and interpersonal skills with a client-centric mindset.
- Self-motivated with a proven track record of meeting and exceeding sales targets.