Job Description
Join Wealth Horizon Partners and transform your financial expertise into a rewarding career starting immediately! We're seeking passionate Financial Advisors to serve Mesa's growing community with personalized wealth strategies. Enjoy uncapped earning potential, comprehensive training, and a supportive culture where your success is our mission.
Why Apply Today?
- Start your new career in 48 hours
- Industry-leading commission structure
- CE-covered licensing assistance
- Exclusive client acquisition tools
Responsibilities
- Develop customized financial plans for high-net-worth clients
- Manage investment portfolios exceeding $500K AUM
- Present complex financial strategies to diverse client groups
- Drive new client acquisition through networking and referrals
- Stay current on SEC/FINRA regulations and compliance standards
- Utilize CRM software for client relationship management
- Collaborate with tax and legal partners for holistic solutions
Qualifications
- FINRA Series 65/66 or 7/63 license required
- 3+ years financial services experience
- Bachelor's degree in Finance/Economics or equivalent
- Proven track record in client acquisition and retention
- Strong presentation and negotiation skills
- Familiarity with CRM platforms (Salesforce/Redtail)
- Arizona SIRC certification (or willingness to obtain)
- Ability to pass FINRA background check