Job Description
Make an Impact. Earn Weekly.
Are you a driven professional seeking a career where you can help families secure their future while enjoying the stability of weekly pay? Horizon Financial Group is looking for a talented Financial Advisor to join our thriving team in Philadelphia, PA.
We are a dynamic, client-first organization committed to excellence in wealth management and financial planning. As a Financial Advisor with us, you won't just manage portfolios; you will build lasting relationships and provide peace of mind to your clients. We offer a comprehensive training program, a supportive mentorship structure, and the earning potential you deserve.
Why Join Us?
- Weekly Pay Structure: Get paid every week for your hard work.
- Comprehensive Training: Start your journey with our award-winning onboarding program.
- Growth Opportunities: Clear pathways to senior leadership and partnership.
- Modern Tools: Access to top-tier CRM software and marketing resources.
Responsibilities
- Conduct in-depth financial needs analyses and create personalized financial plans for clients.
- Manage and grow client portfolios through strategic investment recommendations.
- Build and maintain strong, long-term relationships with new and existing clients.
- Stay up-to-date with market trends, economic shifts, and regulatory changes.
- Meet and exceed sales targets and acquisition goals.
- Present complex financial concepts in a clear, understandable manner.
- Collaborate with the compliance team to ensure all client interactions adhere to regulations.
Qualifications
- Series 6, 7, and 63 licenses (or willingness to obtain).
- Bachelor’s degree in Finance, Economics, Business, or related field preferred.
- 3+ years of experience in financial sales or client management is a plus.
- Strong interpersonal and communication skills with a focus on empathy.
- Proficiency in Microsoft Office Suite and CRM software.
- Demonstrated ability to work independently and manage a pipeline of prospects.
- Valid driver’s license and willingness to travel for client meetings.