Job Description
Are you ready to launch a lucrative career in the financial services industry? Horizon Financial Partners is seeking ambitious individuals to join our growing team as Financial Advisor Trainees. We provide comprehensive, paid training to help you obtain your Series 6 and 63 licenses, along with mentorship from top industry leaders.
As a Financial Advisor Trainee, you will be at the forefront of helping clients achieve their financial dreams. This is a unique opportunity for recent graduates or career changers who possess strong work ethics, excellent communication skills, and a desire to succeed in a results-driven environment. You will work with a supportive team to build a book of business and create long-lasting relationships with clients in the Pittsburgh area.
Why Join Us?
As a Financial Advisor Trainee, you will be at the forefront of helping clients achieve their financial dreams. This is a unique opportunity for recent graduates or career changers who possess strong work ethics, excellent communication skills, and a desire to succeed in a results-driven environment. You will work with a supportive team to build a book of business and create long-lasting relationships with clients in the Pittsburgh area.
Why Join Us?
- Comprehensive paid training program for Series 6 and 63 exams.
- Competitive base salary with uncapped commission potential.
- Leadership mentorship and ongoing professional development.
- State-of-the-art technology and marketing support.
- Clear career progression path to Financial Advisor and Branch Manager levels.
Responsibilities
- Client Acquisition: Prospect and engage new clients to build a robust book of business.
- Needs Analysis: Conduct thorough financial needs assessments to recommend tailored investment solutions.
- Portfolio Management: Manage and monitor client portfolios, executing trades and rebalancing strategies as needed.
- Relationship Building: Maintain strong, long-term relationships with clients through regular check-ins and financial reviews.
- Compliance: Ensure all activities adhere to FINRA regulations and internal compliance policies.
- Market Research: Stay informed on market trends, economic indicators, and new financial products to provide expert advice.
Qualifications
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field is preferred.
- Experience: No prior financial experience required; we provide the training. However, any customer service or sales experience is a plus.
- Skills: Strong interpersonal, verbal, and written communication skills are essential.
- Work Ethic: Demonstrated ability to work independently, manage time effectively, and handle rejection with resilience.
- Requirements: Valid driver’s license and willingness to travel for client meetings.
- Attitude: Passion for helping others achieve financial freedom and a desire to learn.