Job Description
Are you a driven professional seeking a rewarding career in wealth management? Horizon Financial Group is expanding our team in St. Petersburg, FL, and we are looking for a dynamic Financial Advisor to help clients navigate their financial futures.
As a pivotal member of our team, you will have the opportunity to build lasting relationships with high-net-worth individuals and families. We offer a competitive commission structure, a robust support network, and a culture that prioritizes professional growth and community impact.
Why Join Us?
- Competitive Compensation: Base salary plus lucrative commission and bonus opportunities.
- Comprehensive Training: Ongoing mentorship from senior leaders and industry-leading certification support (Series 7, 66).
- Modern Tools: Access to state-of-the-art CRM and trading platforms.
- Work-Life Balance: Flexible schedule and a collaborative office environment.
Ready to shape your legacy in finance? Apply today!
Responsibilities
- Build and maintain a diverse book of business through proactive prospecting and relationship management.
- Conduct comprehensive financial needs analyses and develop personalized financial plans including retirement, estate, and investment strategies.
- Manage client portfolios, monitor market trends, and execute trades to align with client goals and risk tolerance.
- Stay current on regulatory compliance requirements and industry best practices to ensure full adherence to FINRA and SEC rules.
- Collaborate with internal experts (tax, legal) to provide a holistic wealth management experience to clients.
- Participate in community outreach events to establish brand presence and generate referrals.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Valid Series 7 and Series 66 (or 6/63) licenses; candidates with pending licenses are also encouraged to apply.
- Proven track record of sales success and the ability to meet/exceed monthly and annual targets.
- Strong interpersonal skills with the ability to communicate complex financial concepts clearly to diverse audiences.
- Demonstrated ability to work independently while collaborating effectively within a team.
- Self-motivated, disciplined, and committed to the highest ethical standards.