Job Description
Are you a driven finance professional seeking a rewarding career with flexibility? Horizon Wealth Management is looking for a dedicated Part-Time Financial Advisor to join our elite team in Memphis, TN.
As a key member of our firm, you will have the opportunity to help clients navigate their financial journeys while enjoying a schedule that fits your lifestyle. We value expertise, integrity, and a passion for helping others build wealth. If you are ready to make a tangible impact while maintaining a healthy work-life balance, we want to hear from you.
Responsibilities
- Develop and execute personalized financial plans tailored to client goals.
- Conduct comprehensive portfolio reviews and asset allocation strategies.
- Manage client relationships through regular check-ins and advisory meetings.
- Stay abreast of market trends and regulatory changes to ensure compliance.
- Assist in the sales process, including prospecting and client acquisition.
- Prepare and present financial reports and presentations effectively.
Qualifications
- Bachelor’s degree in Finance, Economics, or a related field.
- Series 6, 7, and 63 licenses (or willingness to obtain them).
- Proven experience in financial sales or client management.
- Strong interpersonal and communication skills.
- Ability to work independently and manage time effectively.
- Proficiency in financial planning software and CRM systems.