Job Description
Join Wealth Horizon Advisors as a Remote Financial Advisor and transform your career while serving Stockton's thriving community. We're seeking passionate professionals to build personalized financial strategies for clients across California, all from the comfort of your home office. Enjoy our cutting-edge virtual platform, comprehensive benefits package, and uncapped earning potential. Whether you're advising on retirement planning, investment portfolios, or estate solutions, you'll make a tangible impact while achieving work-life balance. Our remote-first culture values autonomy, continuous learning, and client-first excellence.
Responsibilities
- Develop comprehensive financial plans tailored to client goals, risk tolerance, and market conditions
- Build and nurture long-term client relationships through virtual consultations and proactive communication
- Analyze market trends and investment opportunities to optimize portfolio performance
- Ensure compliance with FINRA regulations and maintain accurate client documentation
- Collaborate with our internal team to deliver seamless client experiences
- Continuously expand knowledge of financial products, tax laws, and retirement strategies
- Drive business growth through client referrals and strategic networking
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFP, CFA, or ChFC preferred)
- 3+ years of financial advisory experience with proven client portfolio management
- Valid Series 7 and Series 66/65 licenses (or ability to obtain immediately)
- Exceptional virtual communication skills and proficiency with digital client platforms
- Strong analytical abilities with attention to detail in financial planning
- Proven track record of meeting/exceeding sales targets
- Entrepreneurial mindset with ability to work independently in remote setting
- CA residents preferred (Stockton/San Joaquin Valley background a plus)