Job Description
Are you a results-driven financial professional seeking a flexible schedule that harmonizes with your lifestyle?
Horizon Financial Partners is currently seeking a Part-Time Financial Advisor to join our elite team in Seattle, WA. We are looking for a dedicated individual who thrives on building lasting relationships and helping clients navigate their financial futures.
As a part-time advisor, you will enjoy the autonomy of managing your own client portfolio while benefiting from the robust support infrastructure of a top-tier firm. This role offers the perfect balance of professional growth and personal freedom.
Why Join Us?
- Competitive compensation structure.
- Flexible work hours tailored to your schedule.
- Access to cutting-edge financial planning technology.
- Continuous training and mentorship from senior advisors.
Ready to make an impact? Apply today and start your journey with Horizon Financial Partners.
Responsibilities
- Client Consultation: Conduct in-depth financial planning sessions and investment reviews to understand client goals and risk tolerance.
- Portfolio Management: Manage existing client assets, monitor market performance, and execute trades to optimize returns.
- Business Development: Leverage your network to generate new leads and referrals within the Seattle community.
- Compliance: Ensure all advice and transactions adhere to strict FINRA regulations and internal compliance standards.
- Reporting: Maintain accurate client records and provide regular performance updates to clients.
Qualifications
- Licensing: Series 7 and Series 66 (or Series 63) licenses (or eligibility to obtain within 6 months).
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Experience: 1-3 years of experience in financial services or wealth management (internships considered).
- Skills: Strong analytical abilities and proficiency with financial planning software (e.g., eMoney, MoneyGuidePro).
- Communication: Exceptional verbal and written communication skills with a focus on client-centric service.