Job Description
Join Our Elite Team of Financial Advisors
Are you ready to take your career to the next level? Horizon Financial Partners is urgently seeking a dedicated and results-driven Financial Advisor to join our dynamic team in Wichita, KS. We are looking for individuals who possess a passion for helping clients secure their financial future and a drive to succeed in a competitive market.
As a key member of our firm, you will have the autonomy to build your book of business while receiving world-class training and support. We believe in fostering an environment where professional growth is encouraged and rewarded.
Why Join Us?
- Competitive compensation package with uncapped earning potential.
- Comprehensive benefits including health, dental, and vision insurance.
- Advanced technology and tools to streamline your workflow.
- Access to continuing education and industry-leading mentorship programs.
Responsibilities
- Conduct comprehensive financial needs analyses for new and existing clients to identify short and long-term financial goals.
- Develop and present personalized financial plans, including retirement strategies, investment allocations, and risk management.
- Manage and monitor client investment portfolios, making strategic adjustments based on market conditions and client feedback.
- Build and maintain strong, long-lasting relationships with clients through exceptional service and regular communication.
- Educate clients on complex financial products and ensure a clear understanding of their financial standing.
- Ensure strict adherence to all federal and state securities regulations, including FINRA and SEC compliance.
- Collaborate with internal specialists (tax, estate planning, insurance) to provide a holistic wealth management approach.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (or equivalent work experience).
- Series 6 and Series 63 licenses (or Series 7 and 66) required; willingness to obtain licenses upon offer.
- Proven track record of sales success and ability to prospect and close new business opportunities.
- Strong analytical skills with the ability to interpret complex financial data and market trends.
- Excellent verbal and written communication skills with a high level of professionalism.
- Demonstrated ability to work independently and manage time effectively in a fast-paced environment.
- Must possess a valid driver’s license and reliable transportation for client meetings.