Job Description
Are you a driven professional looking to make a tangible impact on clients' futures? Horizon Financial Partners is seeking a dynamic and results-oriented Financial Advisor to join our thriving team in the vibrant city of Scottsdale, Arizona.
We are looking for individuals who are passionate about helping clients achieve financial freedom through strategic planning and investment management. If you have a knack for building relationships and a deep understanding of the market, we want to hear from you.
Why Join Us?
- Competitive base salary plus performance-based commissions.
- Comprehensive training and mentorship programs.
- State-of-the-art technology and support tools.
- A collaborative culture that values integrity and innovation.
Take the next step in your career and become a trusted advisor to the Scottsdale community.
Responsibilities
- Build and maintain strong relationships with new and existing clients to understand their financial goals and objectives.
- Develop comprehensive financial plans, including retirement, estate, tax, and investment strategies.
- Monitor market trends and manage investment portfolios to optimize client returns.
- Present complex financial concepts in a clear and understandable manner to clients of all backgrounds.
- Collaborate with insurance providers and other financial institutions to provide holistic solutions.
- Ensure full compliance with all regulatory requirements and internal policies.
- Drive business development through networking, referrals, and community engagement events.
Qualifications
- Bachelor’s degree in Finance, Business, or related field (preferred).
- Certified Financial Planner (CFP) designation or Series 7 and Series 63 licenses (or willingness to obtain).
- Minimum of 3 years of experience in financial services, wealth management, or investment advisory.
- Strong analytical skills with the ability to interpret financial data and market reports.
- Excellent communication and interpersonal skills, with a focus on client service.
- Self-motivated with a proven track record of meeting or exceeding sales targets.
- Valid driver's license and willingness to travel to client meetings.