Job Description
Are you ready to accelerate your career in finance?
Horizon Financial Partners is seeking a dynamic and driven Financial Advisor to join our expanding team in Toledo, Ohio. We are offering a Generous Sign-On Bonus for top-tier talent looking to make a significant impact on clients' financial futures.
In this role, you will not just manage assets; you will build lasting relationships and provide comprehensive financial planning strategies tailored to each client's unique goals. We provide the platform, mentorship, and resources you need to succeed.
Why Join Us?
- Generous Sign-On Bonus: Start your journey with a financial boost.
- Competitive Compensation: Base salary plus uncapped commission potential.
- State-of-the-Art Tools: Access to the latest financial planning software.
- Growth Opportunities: Clear pathways to management and leadership.
Your Mission
As a Financial Advisor, you will serve as a trusted advisor to individuals and families, helping them navigate the complexities of wealth management, retirement planning, and investment strategies.
Responsibilities
- Build and maintain a robust network of prospective and existing clients.
- Analyze client financial goals, risk tolerance, and investment objectives.
- Develop and present comprehensive financial plans, including retirement and estate planning.
- Execute buy/sell orders and manage investment portfolios in alignment with client strategies.
- Stay abreast of market trends, regulatory changes, and economic indicators.
- Collaborate with internal specialists to provide holistic wealth management solutions.
Qualifications
- Series 7 and Series 66 (or Series 63) licenses required.
- Bachelor’s degree in Finance, Economics, Business, or related field preferred.
- Strong interpersonal and communication skills with a focus on client service.
- Self-motivated with a proven track record of sales and relationship building.
- Ability to work independently while collaborating within a team environment.