Job Description
Are you a driven professional looking to make a significant impact in your community? Horizon Wealth Partners is seeking a talented Financial Advisor to join our award-winning team in Orlando, Florida.
We are offering a Generous Sign-On Bonus to top-tier candidates who are ready to accelerate their career. In this role, you will help families and businesses secure their financial futures through strategic planning and investment management.
Why Join Us?
- Competitive Compensation: Base salary plus uncapped commission potential.
- Sign-On Bonus: Up to $5,000 for qualified candidates upon hiring.
- Modern Tools: Access to top-tier investment platforms and CRM systems.
- Supportive Environment: Work alongside industry veterans with a focus on mentorship.
Take the next step in your career and help clients achieve financial freedom. Apply today!
Responsibilities
- Build and maintain strong, long-term relationships with new and existing clients.
- Develop comprehensive financial plans including retirement, estate, tax, and insurance strategies.
- Manage investment portfolios and conduct ongoing market analysis to optimize client assets.
- Meet or exceed annual sales and production targets set by management.
- Ensure full compliance with all federal and state regulations, including FINRA rules.
- Conduct regular portfolio reviews and provide clear, actionable advice to clients.
Qualifications
- Series 6, 7, and 63 licenses (or willingness to obtain within 6 months).
- Bachelor’s degree in Finance, Business Administration, or related field.
- Strong interpersonal and communication skills with the ability to explain complex concepts.
- Proven track record of sales success and client relationship management.
- Valid driver’s license and reliable transportation for client meetings.