Job Description
We are looking for a driven and client-focused Financial Advisor to join our growing team in Stockton, CA. At Horizon Financial Group, we believe in empowering our clients to achieve their financial dreams through personalized strategies and expert guidance. This is a remote-friendly position, allowing you to build your practice from anywhere while enjoying the stability of a top-tier firm.
In this role, you will serve as a trusted partner to individuals and families, helping them navigate complex financial landscapes. We provide comprehensive training, mentorship, and the tools necessary for success.
Responsibilities
- Conduct comprehensive financial needs analyses and develop personalized financial plans for clients, including retirement, estate, and investment strategies.
- Build and maintain strong, long-term relationships with new and existing clients through regular meetings and consistent communication.
- Manage a portfolio of client assets, monitoring performance and making adjustments based on market conditions and client goals.
- Present complex financial concepts in a clear, understandable manner to clients of all backgrounds.
- Collaborate with the compliance and support teams to ensure all activities adhere to regulatory standards.
- Identify cross-selling opportunities and promote the firm's suite of financial products and services.
Qualifications
- Minimum of a Bachelor's degree in Finance, Economics, or a related field (or equivalent professional experience).
- Series 7 and Series 66 (or Series 63) licenses required; willing to obtain prior to start.
- Proven track record of sales success and client relationship management in the financial services industry.
- Excellent communication, interpersonal, and presentation skills.
- Self-motivated with a strong desire to succeed and grow professionally.
- Ability to work independently in a remote environment while maintaining high levels of productivity.