Job Description
Are you a driven financial professional looking to make a tangible impact in the Twin Cities?
Horizon Wealth Partners is urgently hiring a results-oriented Financial Advisor to join our elite team. We are seeking individuals who are passionate about helping clients achieve financial freedom through personalized wealth management strategies. If you are ready to advance your career in a supportive, high-growth environment, we want to hear from you.
Why Join Horizon Wealth Partners?
- Competitive base salary plus lucrative commission structure.
- Access to top-tier training and ongoing professional development.
- State-of-the-art technology and support systems.
- A collaborative culture that values mentorship and success.
Don't miss this opportunity to lead the future of financial advising in Saint Paul. Apply today!
Responsibilities
- Develop Comprehensive Financial Plans: Conduct in-depth consultations to understand clients' financial goals, risk tolerance, and timelines to create tailored strategies.
- Portfolio Management: Oversee the investment management of client assets, ensuring alignment with market conditions and client objectives.
- Client Relationship Building: Cultivate and maintain long-term relationships with a diverse portfolio of clients, acting as a trusted advisor.
- Market Analysis: Stay abreast of economic trends and regulatory changes to provide informed guidance to clients.
- Compliance & Reporting: Prepare and present regular performance reviews and compliance reports to ensure transparency and adherence to industry standards.
- New Business Development: Proactively seek out and acquire new clients through networking and referral programs.
Qualifications
- Licensing: Series 7 and Series 66 licenses (or willingness to obtain within 90 days).
- Education: Bachelor’s degree in Finance, Economics, Business, or related field.
- Experience: 2+ years of experience in financial sales, wealth management, or investment advising.
- Communication: Exceptional verbal and written communication skills with the ability to explain complex financial concepts to diverse audiences.
- Market Knowledge: Strong understanding of investment products, insurance, and retirement planning vehicles.
- Drive: Self-motivated, goal-oriented mindset with a proven track record of meeting sales targets.