Job Description
Are you passionate about helping individuals secure their financial future? Horizon Wealth Partners is looking for a driven and client-focused Financial Advisor to join our award-winning team in the heart of San Diego, California.
We are a premier financial services firm dedicated to providing holistic wealth management solutions. In this role, you will have the opportunity to work with a diverse portfolio of clients, guiding them through complex financial decisions with expertise and integrity. We pride ourselves on a culture of mentorship, growth, and high-performance results.
What We Offer:
- Competitive base salary plus performance-based commission and bonuses.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Continuous training and professional development support.
- A collaborative and supportive team environment.
Take the next step in your career with a company that values your expertise and invests in your success. Apply today to become part of the Horizon team.
Responsibilities
- Conduct comprehensive financial needs analyses and risk assessments for new and existing clients.
- Develop and implement personalized investment strategies and financial plans tailored to client goals.
- Manage client portfolios, monitor market fluctuations, and rebalance assets as needed.
- Build and maintain long-term relationships through exceptional service and regular communication.
- Educate clients on market trends, economic indicators, and investment products.
- Collaborate with internal experts (tax, legal) to ensure holistic client solutions.
- Meet or exceed monthly and annual sales and acquisition targets.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Minimum of 3-5 years of experience in financial services, sales, or investment advising.
- Must hold current Series 7, Series 66 (or Series 63), and Life/Health Insurance licenses.
- Strong understanding of retirement planning, estate planning, and wealth management principles.
- Excellent verbal and written communication skills with the ability to explain complex concepts clearly.
- Self-motivated, highly organized, and capable of working independently in a fast-paced environment.