Job Description
Are you a results-driven professional looking to make a tangible impact on the financial well-being of families in Kansas?
Horizon Wealth Management is seeking a dedicated and dynamic Financial Advisor to join our thriving team in Wichita, KS. We believe in empowering our clients to achieve their financial dreams through personalized strategies and expert guidance. If you are ready to elevate your career in a supportive, high-growth environment, we want to meet you.
Why Join Horizon Wealth?
- Competitive Compensation: Base salary plus performance-based commission structure.
- Robust Training: Comprehensive onboarding and continuous mentorship from industry veterans.
- Growth Opportunities: Clear career progression paths and leadership opportunities.
The Role:
As a Financial Advisor, you will act as a trusted partner to our clients, helping them navigate the complexities of wealth management. You will build lasting relationships, assess financial goals, and design comprehensive strategies to secure their future.
Responsibilities
- Build and maintain strong, long-term relationships with new and existing clients through face-to-face meetings and digital communication.
- Analyze clients' financial situations, risk tolerance, and goals to develop tailored investment and insurance solutions.
- Present complex financial concepts in a clear, understandable manner to diverse client demographics.
- Monitor market trends and economic shifts to adjust portfolios and strategies proactively.
- Ensure strict adherence to all FINRA, SEC, and state regulations and internal compliance standards.
- Collaborate with internal teams, including estate planning attorneys and tax professionals, to provide holistic financial advice.
- Drive new business development through networking, community involvement, and professional referrals.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Series 7 and Series 66 (or Series 6 and 63) licenses required; willing to obtain within 3 months.
- Minimum of 2-3 years of experience in financial sales, wealth management, or brokerage services.
- Strong interpersonal skills with the ability to build rapport and trust quickly.
- Proven track record of meeting or exceeding sales and production targets.
- Proficiency in financial planning software and CRM systems (e.g., Redtail, Salesforce).
- Valid driver’s license and reliable transportation for client meetings.