Job Description
Join our client-focused team at Horizon Wealth Partners as a Financial Advisor in Lincoln, Nebraska! We're seeking a motivated professional to deliver personalized financial planning services with unmatched flexibility. Enjoy a hybrid work model with customizable schedules while helping clients achieve their financial goals. Our collaborative environment includes competitive compensation, comprehensive benefits, and ongoing professional development.
As a trusted advisor, you'll build lasting client relationships through strategic wealth management, retirement planning, and investment guidance. We value work-life balance and empower our advisors to structure their schedules around client needs and personal commitments. If you're passionate about finance and value autonomy, this is your opportunity to thrive.
Responsibilities
- Develop comprehensive financial plans tailored to client goals, risk tolerance, and time horizons
- Manage investment portfolios using diversified strategies aligned with client objectives
- Conduct retirement planning, estate planning, and risk analysis consultations
- Build and maintain long-term client relationships through proactive communication
- Stay current on financial regulations, market trends, and product innovations
- Collaborate with internal teams to deliver seamless client experiences
- Maintain compliance with FINRA regulations and company policies
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years of financial planning or wealth management experience
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- Proven track record in client relationship management
- Self-motivated with ability to work independently in flexible environment