Job Description
Are you passionate about helping individuals and families achieve their financial goals? Horizon Financial Solutions is seeking a driven and client-focused Financial Advisor to join our growing team in Virginia Beach, VA.
We are proud to offer a remote-friendly work culture, allowing you the flexibility to manage your client relationships from the comfort of your home while maintaining a strong presence in our local community.
Why Join Us?
- Flexible remote work schedule.
- Comprehensive training and mentorship programs.
- Competitive compensation and performance-based bonuses.
- Access to cutting-edge financial planning tools.
If you are ready to take the next step in your financial career, we want to hear from you.
Responsibilities
- Client Relationship Management: Build and maintain long-term relationships with clients by understanding their financial needs, goals, and risk tolerance.
- Financial Planning: Develop comprehensive financial plans, including retirement planning, investment strategies, and risk management solutions.
- Portfolio Management: Monitor and manage client investment portfolios, making adjustments as needed to align with market conditions and client objectives.
- Market Analysis: Stay abreast of market trends, economic indicators, and financial products to provide informed advice.
- Compliance: Ensure all advice and activities comply with federal and state regulations, including FINRA rules and fiduciary standards.
- Marketing & Sales: Conduct market outreach, seminars, and networking events to generate new business and expand the client base.
- Reporting: Prepare regular performance reviews and reports for clients, clearly communicating portfolio performance and strategic adjustments.
Qualifications
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field (preferred).
- Licensing: Series 6, 7, and 63 licenses (or willingness to obtain within 6 months).
- Experience: Minimum of 2-3 years of experience in financial services, sales, or a related field.
- Communication: Excellent verbal and written communication skills with the ability to explain complex financial concepts to clients of all backgrounds.
- Tools: Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney) and CRM systems (e.g., Salesforce, Redtail).
- Self-Motivation: Highly self-disciplined with a proven track record of meeting or exceeding sales targets.
- Values: High integrity, strong work ethic, and a genuine desire to help others succeed financially.