Job Description
Join Texas Horizon Financial as a Financial Advisor in the vibrant heart of San Antonio. We are looking for a passionate and results-oriented professional to help clients navigate their financial futures. As part of our elite team, you will enjoy a fully equipped workspace and comprehensive training, ensuring you have the best tools to succeed.
We are committed to modernizing the financial advisory experience. Thatâs why we provide our team with the latest hardware and software solutionsâfrom premium laptops and mobile devices to advanced CRM systemsâso you can deliver exceptional service without the logistical headache.
Why Join Us?
- Full Equipment Package: We provide the latest MacBook Pro, smartphone, and ergonomic office setup.
- Competitive Compensation: Base salary plus performance-based bonuses and commissions.
- Professional Development: Access to top-tier certifications and ongoing mentorship.
- Community Impact: Be part of a firm that is deeply rooted in the San Antonio community.
Donât let budget constraints hold you back. Let us provide the equipment while you focus on growing your book of business and securing your clients' financial legacies.
Responsibilities
- Conduct comprehensive financial needs analyses for new and existing clients.
- Develop and implement personalized financial plans, including retirement, estate, and investment strategies.
- Manage investment portfolios and monitor market trends to maximize returns.
- Build and maintain strong, long-term relationships with clients through regular meetings and communication.
- Meet and exceed monthly and annual sales targets for new assets under management (AUM).
- Ensure strict compliance with FINRA regulations and internal company policies.
- Collaborate with the support team to provide a seamless client experience.
Qualifications
- Series 7 and Series 66 (or Series 6/63) licenses required.
- Bachelorâs degree in Finance, Business Administration, or related field (or equivalent experience).
- 3+ years of experience in financial services, wealth management, or sales preferred.
- Strong interpersonal and communication skills with a focus on client service.
- Demonstrated ability to prospect for new business and close deals.
- Proficiency with financial software and CRM tools is a plus.
- Valid driverâs license and willingness to travel to client meetings.