Job Description
Are you a driven financial professional seeking a rewarding opportunity with a flexible schedule? Horizon Wealth Partners is currently looking for a talented Part-Time Financial Advisor to join our dynamic team in Baton Rouge, Louisiana. In this role, you will have the unique opportunity to shape the financial futures of individuals and families while enjoying the autonomy of a part-time arrangement. We pride ourselves on our client-centric approach and our commitment to fostering long-term relationships. As a member of our team, you will work alongside experienced mentors and utilize state-of-the-art technology to deliver exceptional financial planning services.
Responsibilities
- Conduct comprehensive financial needs analyses with prospective and existing clients to identify investment opportunities and retirement goals.
- Develop and present personalized financial plans, including investment portfolios and insurance strategies tailored to client objectives.
- Manage a portfolio of client relationships through regular reviews, ensuring investment performance aligns with market conditions and client expectations.
- Stay current on regulatory changes, industry trends, and financial products to provide informed advice to the Baton Rouge community.
- Utilize CRM software to track client interactions, schedule meetings, and document account activities accurately.
- Participate in community outreach and networking events to build a strong local presence and generate new leads.
Qualifications
- Candidate must hold a Series 7 and Series 63 (or Series 66) licenses, or be willing to obtain them within a specified timeframe.
- Bachelor’s degree in Finance, Economics, Business Administration, or related field is preferred.
- Proven track record of success in sales or financial advising, with a focus on building trust and long-term relationships.
- Excellent verbal and written communication skills, with the ability to explain complex financial concepts to diverse audiences.
- Self-motivated with the ability to work independently while collaborating effectively within a team environment.
- Strong ethical standards and a deep commitment to fiduciary responsibility.