Job Description
Join WealthHorizon Partners and transform financial futures in Glendale's thriving community! We're seeking driven Financial Advisors to launch careers immediately with our award-winning wealth management firm. Enjoy uncapped earning potential, comprehensive training, and a client-first culture that rewards excellence. Your journey to financial success starts tomorrow – apply today!
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain robust client relationships through consultative sales
- Conduct market analysis to optimize investment portfolios
- Ensure strict compliance with FINRA/SEC regulations
- Drive business development through networking and referrals
- Utilize CRM systems to track client goals and performance
- Mentor junior advisors on wealth management best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Active Series 7 & 66/63/65 licenses
- 3+ years in financial services or advisory role
- Proven track record in sales and client acquisition
- Advanced knowledge of investment vehicles and retirement planning
- Strong analytical and presentation skills
- Ability to thrive in commission-based compensation structure
- CFP or CFA designation preferred