Job Description
Are you looking to build a rewarding career in finance with the flexibility to work around your schedule? Horizon Wealth Partners is seeking a dedicated Part-Time Financial Advisor to join our thriving team in Henderson, NV. In this role, you will have the unique opportunity to empower clients to achieve their financial dreams through personalized planning and expert guidance. We pride ourselves on a collaborative culture and offer a competitive commission structure for high performers.
Why Join Us?
- Flexible part-time schedule allowing for work-life balance.
- Access to top-tier training and mentorship programs.
- Competitive commission-based pay structure.
- Opportunity to work with a diverse portfolio of clients.
Responsibilities
- Conduct in-depth financial needs analyses with prospective and existing clients.
- Develop and execute customized investment strategies aligned with client goals and risk tolerance.
- Manage client portfolios, monitoring market conditions and adjusting allocations as needed.
- Provide ongoing education regarding tax planning, retirement savings, and wealth preservation.
- Build and maintain strong relationships to drive client retention and referrals.
- Meet or exceed individual sales and production targets on a monthly basis.
Qualifications
- Current Series 6, 7, and 63 licenses (or willingness to obtain within 6 months).
- Bachelor’s degree in Finance, Business Administration, or related field is preferred.
- Strong knowledge of financial products, including mutual funds, annuities, and equities.
- Exceptional communication and active listening skills.
- Proven ability to work independently and manage a schedule.
- Self-motivated with a focus on sales and client acquisition.