Job Description
We are looking for a dedicated and ambitious Part-Time Financial Advisor to join our thriving team in Virginia Beach. At Horizon Financial Group, we believe that financial wellness is within reach for everyone. In this role, you will have the unique opportunity to help clients navigate the complexities of the financial world while enjoying a flexible schedule that fits your lifestyle.
Our ideal candidate is a relationship-builder with a passion for investment strategies and a commitment to ethical standards. You will work on-site, providing personalized service to our local community.
Responsibilities
- Develop and execute comprehensive financial plans tailored to each client's specific needs and goals.
- Conduct thorough financial analysis and risk assessments to recommend suitable investment products.
- Maintain accurate and up-to-date client records and ensure compliance with all regulatory requirements.
- Build and nurture a robust network of professional and personal referrals.
- Present complex financial concepts in a clear, understandable manner to clients of all backgrounds.
- Monitor market trends and adjust strategies as necessary to maximize client returns.
- Collaborate with the broader team to drive company growth and brand awareness.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Series 6, 7, and 63 licenses (or willingness to obtain within 6 months).
- Certified Financial Planner (CFP) designation is a strong plus.
- Proven track record of success in financial sales or client management.
- Excellent interpersonal and communication skills.
- Ability to work independently while being a collaborative team player.
- Strong ethical judgment and attention to detail.