Job Description
Are you a driven professional ready to make an immediate impact? Horizon Financial Partners is seeking a talented Financial Advisor to join our rapidly growing team in the heart of New Orleans. This is a fantastic opportunity to build a rewarding career with a firm that values integrity, innovation, and client success.
Why Join Us?
• Start Tomorrow: We are looking for candidates ready to hit the ground running.
• Competitive Compensation: Base salary plus generous commission and bonus structure.
• Supportive Environment: Work alongside experienced mentors and a dedicated support team.
• Modern Tools: Access to top-tier trading platforms and CRM software.
Responsibilities
- Analyze client financial situations, goals, and risk tolerance to develop comprehensive financial plans.
- Recommend appropriate investment products and strategies, including mutual funds, annuities, and insurance.
- Maintain and grow a portfolio of new and existing clients through relationship management and exceptional service.
- Monitor market trends and economic indicators to provide timely advice to clients.
- Ensure full compliance with FINRA regulations, SEC rules, and internal company policies.
- Conduct regular portfolio reviews and adjust strategies as needed to meet client objectives.
- Collaborate with estate planning attorneys and tax professionals to provide holistic solutions.
Qualifications
- Series 6, 7, and 63 licenses (or willingness to obtain immediately).
- Bachelor’s degree in Finance, Economics, Business, or a related field (preferred).
- Proven track record in financial sales or client management.
- Strong interpersonal and communication skills with a client-centric approach.
- Self-motivated with a drive for success and high performance.
- Valid driver’s license and willingness to travel for client meetings.
- Ability to work in a fast-paced, dynamic environment.