Job Description
Join WealthHorizon Partners as a Remote Financial Advisor and transform lives through strategic wealth management. Our Orlando-based firm embraces flexible remote work while maintaining a collaborative, client-centric culture. You'll empower diverse clients to achieve financial independence through personalized planning, investment strategies, and retirement solutions. We provide industry-leading training, cutting-edge tech tools, and uncapped earning potential in a supportive environment where your expertise thrives.
Responsibilities
- Develop comprehensive financial plans including retirement, tax, estate, and investment strategies
- Build and maintain a robust client portfolio through personalized consultations and digital engagement
- Analyze market trends and financial data to optimize client portfolios
- Drive business growth through proactive networking, referrals, and digital marketing initiatives
- Stay current with financial regulations (SEC, FINRA) and compliance standards
- Leverage CRM platforms to track client relationships and performance metrics
- Collaborate with internal teams on complex financial solutions and product offerings
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years experience in financial planning, wealth management, or advisory role
- Proven track record of client relationship management and sales success
- Exceptional communication skills with ability to explain complex concepts simply
- Strong analytical mindset and proficiency with financial planning software
- Self-motivated professional with entrepreneurial mindset
- Remote work experience with strong time management and digital collaboration skills