Job Description
Are you a driven financial professional looking for a career that starts tomorrow? Horizon Wealth Management is seeking a talented Financial Advisor to join our rapidly growing team in Philadelphia, Pennsylvania.
We are not just hiring a job; we are looking for a partner in wealth. With a competitive commission structure and world-class mentorship, you will have the tools to build a thriving practice.
Why Choose Horizon Wealth Management?
- Immediate Onboarding: Start your career as early as tomorrow.
- High-Net-Worth Client Base: Work with serious investors looking for results.
- Comprehensive Training: Accelerated learning programs led by industry veterans.
Don't let this opportunity slip away. Apply now to shape your financial future.
Responsibilities
- Conduct comprehensive financial planning and needs analysis for new and existing clients.
- Develop and manage investment portfolios tailored to client risk tolerance and financial goals.
- Build and maintain strong relationships with clients through regular reviews and consultative sales.
- Market and promote the firm's financial products and services to generate new business.
- Ensure all compliance and regulatory requirements are met during client interactions.
- Collaborate with internal teams to provide holistic financial solutions.
Qualifications
- Series 7 and Series 66 (or 63) licenses required (willingness to obtain if not currently held).
- Bachelor’s degree in Finance, Economics, or Business Administration preferred.
- 3+ years of experience in financial services or a related field.
- Strong analytical skills and attention to detail.
- Exceptional communication and interpersonal abilities.
- Self-motivated with a proven track record of meeting sales targets.