Job Description
Join Wealth Horizon Advisors, a premier financial services firm, as a Part-Time Financial Advisor in Miami. We're seeking a motivated professional to help clients build wealth through personalized investment strategies. Enjoy flexible hours, competitive compensation, and access to our cutting-edge financial planning platform. Perfect for experienced advisors seeking work-life balance.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios and retirement accounts
- Conduct market analysis and economic research
- Build and maintain client relationships through regular reviews
- Collaborate with tax and estate planning specialists
- Meet quarterly sales targets for new client acquisition
Qualifications
- Series 7 and Series 66/63 licenses required
- 3+ years financial advisory experience
- Bachelor's degree in Finance, Economics, or related field
- Strong communication and presentation skills
- Certified Financial Planner (CFP) preferred
- Proficiency in financial planning software