Job Description
Join a Premier Team in Wichita, KS
Horizon Wealth Partners is looking for a driven, results-oriented Financial Advisor to join our growing team. We specialize in comprehensive financial planning and wealth management for families and businesses in the Wichita area. If you are passionate about helping clients achieve financial freedom and have a knack for building lasting relationships, we want to hear from you.
As a Financial Advisor, you will play a pivotal role in our mission to deliver exceptional financial outcomes. You will work in a supportive environment that fosters professional growth and provides the tools necessary to succeed.
Responsibilities
- Client Consultation: Conduct comprehensive financial needs analyses and develop personalized investment strategies and financial plans for clients.
- Portfolio Management: Monitor market trends and manage client portfolios to ensure alignment with their long-term goals and risk tolerance.
- Sales & Acquisition: Proactively seek new business opportunities through networking, referrals, and community engagement to meet sales targets.
- Compliance: Ensure all investment recommendations and client communications adhere to strict regulatory standards and internal policies.
- Education: Educate clients on financial products and market conditions to empower them to make informed decisions.
- Team Collaboration: Collaborate with back-office support and other advisors to provide a seamless client experience.
Qualifications
- Licensing: Series 7 and Series 63 licenses (or willingness to obtain within 3 months).
- Education: Bachelor’s degree in Finance, Economics, or Business preferred; equivalent experience accepted.
- Experience: 2+ years of experience in financial services, wealth management, or related sales roles.
- Communication: Exceptional verbal and written communication skills with the ability to simplify complex financial concepts.
- Integrity: Strong ethical character and a deep commitment to fiduciary standards.
- Technology: Proficiency with financial planning software and CRM systems.