Job Description
Join Wealth Horizon Partners in Jersey City, NJ as a Senior Financial Advisor and transform your career in one of America's fastest-growing financial hubs. We're seeking a driven professional to build client portfolios, deliver strategic wealth management solutions, and grow our prestigious advisory practice in the heart of the financial district. Enjoy competitive compensation, comprehensive benefits, and unparalleled mentorship in a collaborative environment.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, tax strategies, and estate planning
- Acquire and nurture high-net-worth client relationships through proactive communication
- Conduct comprehensive portfolio reviews and market analysis to optimize client outcomes
- Collaborate with internal teams to ensure compliance with FINRA and SEC regulations
- Leverage CRM systems to track client interactions and growth opportunities
- Present complex financial concepts through clear, compelling client presentations
- Contribute to business development initiatives and market expansion strategies
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66, and state securities licenses (or ability to obtain within 90 days)
- Minimum 3 years experience in financial services with proven client acquisition track record
- Strong analytical skills with ability to interpret market trends and financial data
- Exceptional communication and presentation abilities for diverse client demographics
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Entrepreneurial mindset with demonstrated ability to meet/exceed sales targets