Job Description
Join Wealth Horizon Partners as a Part-Time Financial Advisor and transform your finance expertise into meaningful client impact. We're seeking a dynamic professional to deliver personalized wealth management strategies to Houston's growing community. Enjoy flexible hours while building rewarding client relationships in one of America's most vibrant financial markets. Our collaborative culture combines cutting-edge technology with personalized service, creating the ideal environment for advisors who value autonomy and growth.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management
- Cultivate and maintain a portfolio of 25-35 high-net-worth clients through consultative relationship management
- Stay current on market trends, tax regulations, and financial products to deliver optimal advice
- Collaborate with cross-functional teams to implement tailored solutions for complex financial scenarios
- Conduct educational workshops on financial literacy topics within the Houston community
- Utilize CRM systems to track client interactions and maintain detailed financial records
- Meet quarterly revenue targets while maintaining exceptional client satisfaction metrics
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA or CFP preferred)
- 3+ years of financial advisory experience with demonstrated client portfolio management
- Valid Series 65 or 66 license and active FINRA registration
- Proven track record of meeting sales targets and building client relationships
- Exceptional analytical skills with ability to interpret complex financial data
- Strong presentation skills for both technical and non-technical audiences
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Texas state insurance license (Life, Health, Variable Annuities)