Job Description
Join Wealth Horizon Advisors as a Part-Time Financial Advisor and transform lives through expert financial planning. We're seeking passionate professionals to help clients build wealth, plan for retirement, and navigate complex markets in Henderson's growing community. Enjoy flexible hours while making a measurable impact in clients' financial futures.
Our ideal candidate thrives in client-facing roles, stays current with financial regulations, and excels at crafting personalized investment strategies. With competitive compensation, uncapped commission potential, and comprehensive training, this role offers the perfect balance of professional growth and personal flexibility.
Responsibilities
- Develop comprehensive financial plans tailored to individual client goals and risk tolerance
- Build and maintain strong client relationships through regular portfolio reviews and market updates
- Present investment opportunities and insurance products aligned with client objectives
- Stay current on SEC/FINRA regulations and compliance requirements
- Collaborate with senior advisors to optimize client outcomes
- Track and report performance metrics to demonstrate value
- Participate in community outreach to expand client base
Qualifications
- Series 7 and Series 66/63/65 licenses required
- 3+ years of financial advisory experience with proven client retention
- Bachelor's degree in Finance, Economics, or related field
- Strong analytical skills with ability to explain complex concepts simply
- Excellent communication and presentation abilities
- Self-motivated with demonstrated sales achievement
- Familiarity with CRM platforms (e.g., Salesforce, Redtail)
- Nevada state insurance license (Life/Health preferred)