Job Description
Join Wealth Horizon Partners as a Remote Financial Advisor and transform lives through strategic wealth management. We're seeking a dynamic professional to build client relationships in the Stockton community while enjoying flexible remote work arrangements. Our collaborative environment combines cutting-edge technology with personalized mentorship to accelerate your career growth.
Responsibilities
- Develop comprehensive financial plans tailored to client goals in Stockton's diverse market
- Build and maintain a robust client portfolio through strategic investment management
- Conduct virtual consultations leveraging our proprietary CRM platform
- Stay current on SEC/FINRA regulations and compliance requirements
- Collaborate with cross-functional teams on product innovation
- Host quarterly financial wellness workshops for local businesses
Qualifications
- Series 7 and Series 66/63 licenses (active in good standing)
- 3+ years of financial advisory experience with remote work proficiency
- Proven track record in client acquisition and retention
- Strong knowledge of estate planning and retirement strategies
- Exceptional communication skills with diverse client demographics
- Bachelor's degree in Finance, Business, or related field