Job Description
Are you a driven professional seeking a prestigious career in wealth management? Horizon Wealth Management is looking for a high-energy Financial Advisor to join our rapidly expanding team in Newark, NJ.
We are committed to excellence and are currently offering a Generous Sign-on Bonus ($5,000 - $10,000) to top-tier talent ready to accelerate their career. In this role, you will help clients navigate complex financial landscapes and secure their financial future.
Why Join Us?
- Competitive base salary and uncapped commission structure.
- Sign-on Bonus for qualified candidates.
- Access to premium financial tools and training.
- A supportive, merit-based culture.
Responsibilities
- Client Acquisition: Develop and execute strategies to acquire new clients within the Newark metropolitan area and beyond.
- Financial Planning: Create comprehensive financial plans, including retirement, estate, tax, and investment strategies tailored to individual client needs.
- Wealth Management: Manage existing client portfolios, providing ongoing investment advisory services and performance reviews.
- Relationship Building: Build strong, long-term relationships with clients by understanding their financial goals and lifestyle aspirations.
- Market Analysis: Stay abreast of market trends and economic indicators to provide informed investment advice.
- Compliance: Ensure all advice and activities adhere to strict regulatory standards and company policies.
Qualifications
- Licensure: Series 7 and Series 66 licenses (or willingness to obtain within a specific timeframe).
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Experience: 1-3 years of experience in financial sales or advisory (internships considered).
- Communication: Exceptional verbal and written communication skills with the ability to simplify complex financial concepts.
- Drive: Proven track record of meeting sales targets and a passion for helping others succeed financially.
- Integrity: Unwavering commitment to ethical standards and fiduciary responsibility.