Job Description
Join our elite team of financial advisors at Horizon Wealth Partners and transform lives through strategic wealth management. We're seeking a passionate professional to build client relationships in Mesa's growing affluent community. Enjoy uncapped earning potential, comprehensive training, and cutting-edge technology to deliver exceptional financial planning services.
Our advisors work with high-net-worth individuals to create personalized investment strategies, retirement plans, and legacy solutions. With a 95% client retention rate and industry-leading support systems, you'll have everything needed to thrive in this rewarding career.
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients
- Manage investment portfolios with $50M+ AUM
- Drive new client acquisition through community outreach and referrals
- Conduct quarterly portfolio reviews and performance analysis
- Ensure compliance with FINRA regulations and firm protocols
- Collaborate with internal experts on tax and estate planning
- Maintain CRM records and client communication documentation
Qualifications
- Series 7, 66, and state securities licenses required
- 5+ years financial services/advising experience
- CFP or CFA designation preferred
- Proven track record in client relationship building
- Strong analytical skills with market knowledge
- Excellent presentation and communication abilities
- Entrepreneurial mindset with sales aptitude
- Bachelor's degree in Finance or related field