Job Description
Join the Elite Team at Horizon Wealth Management
We are looking for a results-driven Financial Advisor to join our prestigious firm in Baton Rouge, Louisiana. If you are passionate about helping clients achieve financial freedom and are seeking a high-earning career with uncapped potential, this is your opportunity.
As a leading financial institution in the region, we provide the tools, training, and support necessary for you to succeed. Our culture rewards excellence, integrity, and a deep commitment to client service.
Why Join Us?
- Competitive Base Salary: Start with a solid foundation.
- Uncapped Commission Structure: Your earnings are directly tied to your success.
- Advanced Training: Ongoing professional development and mentorship.
- Modern Technology: State-of-the-art trading platforms and CRM tools.
Don't just build a career; build a legacy. Apply now to become a key player in our financial growth journey.
Responsibilities
- Develop and execute comprehensive financial plans tailored to individual client needs, including retirement, estate, tax, and investment strategies.
- Manage and grow a robust book of business, focusing on acquiring new clients and deepening relationships with existing ones.
- Analyze market trends and economic data to provide actionable investment advice and asset allocation recommendations.
- Conduct regular portfolio reviews and adjust strategies to align with changing market conditions and client goals.
- Collaborate with internal teams, including tax and legal professionals, to ensure holistic client solutions.
- Meet and exceed monthly and annual sales targets and production goals.
Qualifications
- Series 7, 63, and 66 licenses (or willingness to obtain immediately).
- Minimum of 3-5 years of experience in financial services, wealth management, or brokerage.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field (preferred).
- Strong analytical skills with the ability to interpret complex financial data.
- Exceptional communication and interpersonal skills, with the ability to build trust quickly.
- Certified Financial Planner (CFP) designation is a plus but not required.