Job Description
Are you a driven Financial Advisor looking for a flexible career path?
Join our elite team at Horizon Financial Partners in Newark, NJ. We are seeking a dedicated Part-Time Financial Advisor to help clients navigate their financial futures while enjoying a schedule that fits your lifestyle. This is an exceptional opportunity for seasoned professionals or ambitious newcomers to make a significant impact within a supportive, results-driven culture.
Why Join Us?
- Flexible work schedule designed to accommodate your personal commitments.
- Competitive commission-based earnings with a guaranteed base salary.
- Access to top-tier training resources and mentorship programs.
- Collaborative environment focused on holistic financial planning.
The Role:
As a Part-Time Financial Advisor, you will be responsible for building and managing client relationships, conducting financial needs analyses, and recommending tailored investment strategies. You will play a pivotal role in helping our diverse client base in the Newark area achieve their short-term and long-term financial goals.
Responsibilities
- Client Relationship Management: Conduct comprehensive needs analyses to understand clients' financial situations and goals.
- Strategy Development: Develop and present personalized financial plans, including investment strategies, retirement planning, and risk management solutions.
- Portfolio Management: Monitor market trends and manage existing client portfolios to ensure optimal performance aligned with client objectives.
- Business Development: Actively prospect and acquire new clients within the Newark area through networking and referral programs.
- Education: Educate clients on complex financial products and market updates to foster trust and long-term loyalty.
- Compliance: Ensure all client interactions and recommendations adhere to strict regulatory and compliance standards.
Qualifications
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field is preferred.
- Licensing: Must possess or be willing to obtain Series 6, 7, and 63 licenses, and a Life Insurance license.
- Experience: Minimum of 1-2 years of experience in financial sales or advisory roles is highly desirable.
- Communication: Exceptional interpersonal and communication skills with the ability to explain complex concepts clearly.
- Self-Motivation: Proven track record of self-direction and ability to work independently in a part-time capacity.
- Availability: Must be available for client meetings during evenings and weekends as required.