Job Description
Join the Elite Team at Horizon Financial Group
Horizon Financial Group is seeking a driven and experienced Senior Financial Advisor to join our prestigious team in the heart of Philadelphia, PA. We are a rapidly expanding firm dedicated to providing holistic wealth management solutions to a diverse portfolio of high-net-worth clients. This is a Direct Hire opportunity for a self-starter who is passionate about financial literacy and building lasting client relationships.
In this role, you will leverage your expertise to guide clients through complex financial landscapes, offering tailored strategies for retirement, tax planning, and investment growth. We offer a competitive compensation package, comprehensive benefits, and a clear pathway for professional advancement within a supportive, merit-based environment.
Why Join Us?
- Direct Hire Role: Secure employment with a stable, growing organization.
- Competitive Compensation: Base salary plus uncapped commission and production bonuses.
- World-Class Training: Access to premium mentorship programs and industry-leading continuing education.
- Modern Tools: Work with cutting-edge financial planning software and CRM systems.
Are you ready to take your career to the next level? Apply today to become the next pillar of success at Horizon Financial Group.
Responsibilities
- Client Acquisition & Retention: Develop and execute strategies to acquire new clients and deepen relationships with existing portfolio holders through face-to-face meetings and strategic networking.
- Financial Planning: Conduct comprehensive financial reviews to create customized wealth management plans, including retirement projections, estate planning, and risk assessments.
- Investment Management: Recommend and manage investment portfolios aligned with client risk tolerance and financial goals, utilizing both internal and external product solutions.
- Market Analysis: Stay abreast of market trends, economic shifts, and regulatory changes to provide timely and relevant advice to clients.
- Compliance & Documentation: Ensure all client interactions, recommendations, and documentation adhere to FINRA and SEC regulations.
- Team Collaboration: Collaborate with internal specialists, such as tax advisors and estate attorneys, to provide a seamless experience for clients.
- Business Development: Participate in firm-sponsored seminars, workshops, and community events to establish thought leadership and brand visibility.
Qualifications
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field (Master’s preferred).
- Licensure: Must hold current Series 7, Series 66 (or Series 63 & 65), and Life & Health Insurance licenses. Series 24 preferred.
- Experience: Minimum of 3-5 years of experience in financial services, wealth management, or brokerage.
- Communication: Exceptional verbal and written communication skills with the ability to simplify complex financial concepts for clients.
- Integrity: Unwavering commitment to ethical standards and fiduciary responsibility.
- Technology Proficiency: Advanced proficiency in financial planning software (e.g., Envestnet, eMoney) and CRM systems.
- Drive: A proactive mindset with a proven track record of meeting or exceeding sales and production targets.