Job Description
Launch your financial services career with no prior experience required! Wealth Horizon Partners is seeking motivated Financial Advisor Trainees in Buffalo to join our award-winning team. We provide comprehensive paid training, mentorship from industry veterans, and a clear path to becoming a licensed financial professional. If you're passionate about helping clients achieve their financial goals and possess strong communication skills, this is your opportunity to enter the wealth management field.
Why Join Us?
- Industry-leading 12-week paid training program
- Full licensing support (Series 7, 66)
- Guaranteed client pipeline
- Health/Dental/Vision benefits
- 401(k) with company match
Responsibilities
- Build relationships with clients through personalized financial planning consultations
- Develop and execute tailored investment strategies aligned with client goals
- Conduct thorough financial needs analysis for individuals and families
- Present complex financial concepts in clear, accessible language
- Collaborate with senior advisors to grow your client portfolio
- Stay current on financial regulations and market trends
- Meet performance benchmarks with structured growth targets
Qualifications
- High school diploma or equivalent (Bachelor's preferred)
- Exceptional verbal communication and interpersonal skills
- Strong problem-solving abilities and attention to detail
- Self-motivated with entrepreneurial mindset
- Valid NYS driver's license and reliable transportation
- Passing background check and credit check
- Willingness to obtain required securities licenses