Job Description
Are you a results-driven professional looking to make a tangible impact on clients' futures? Horizon Wealth Partners is seeking a dynamic Financial Advisor to join our elite team in Virginia Beach, VA. We offer a fully remote-friendly environment, allowing you to build your practice from anywhere while supported by a world-class infrastructure.
About the Role:
In this pivotal position, you will guide clients through complex financial landscapes, helping them achieve their retirement, investment, and wealth management goals. We are looking for individuals who are not just salespeople, but trusted advisors who prioritize long-term client relationships.
Why Join Us?
- Remote Flexibility: Work from home with the support of our central office.
- High Earning Potential: Uncapped commission structure and competitive base salary.
- Elite Training: Comprehensive onboarding and ongoing mentorship from senior leaders.
- Advanced Technology: State-of-the-art CRM and trading platforms provided.
Ready to Shape Financial Futures? Apply Today!
Responsibilities
- Analyze clients' financial situations, goals, and risk tolerance to develop comprehensive financial plans.
- Design and implement tailored investment strategies, including mutual funds, ETFs, and annuities.
- Manage and grow a robust book of business through proactive prospecting and networking.
- Conduct regular portfolio reviews and market updates to ensure alignment with client objectives.
- Collaborate with internal teams to ensure seamless service delivery and compliance adherence.
- Stay abreast of regulatory changes and industry trends to provide informed advice.
Qualifications
- Certified Financial Planner (CFP) designation preferred; Series 6, 7, and 63 licenses required.
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Minimum of 2-3 years of experience in financial services or a related sales role.
- Strong interpersonal skills with the ability to build trust and rapport quickly.
- Demonstrated ability to work independently in a remote environment.
- Valid driver's license and willingness to travel for client meetings as needed.