Job Description
Are you a driven professional ready to shape the financial future of San Antonio families? Horizon Wealth Management is seeking a highly motivated Financial Advisor to join our growing team. We don't just manage money; we build legacies. If you have a passion for helping clients achieve their dreams through comprehensive financial planning, this is the place for you.
At Horizon, we believe in a holistic approach to wealth management. You will have the autonomy to build your book of business while receiving the mentorship and support of a top-tier firm. We offer a competitive compensation package, robust technology platforms, and a culture centered on integrity and results.
Why Join Us?
- Competitive base salary plus performance-based bonuses.
- Access to institutional-grade research and trading platforms.
- Continuous training and professional development opportunities.
- A collaborative, supportive office environment in the heart of San Antonio.
Responsibilities
- Develop and maintain long-term relationships with new and existing clients through face-to-face meetings and phone consultations.
- Conduct comprehensive financial planning including retirement, estate, tax, and risk management strategies.
- Manage client portfolios by recommending appropriate investment products and monitoring market performance.
- Collaborate with internal teams, including tax and legal professionals, to provide holistic advice.
- Stay abreast of regulatory changes and industry trends to ensure full compliance with FINRA and SEC regulations.
- Drive business growth through proactive networking and community involvement.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Series 6, 7, and 63 licenses (or willingness to obtain within 6 months).
- Series 66 is a plus.
- Proven track record of strong interpersonal and communication skills.
- Ability to explain complex financial concepts to clients of all backgrounds.
- Demonstrated integrity and a strong commitment to ethical financial practices.