Job Description
Join the Elite Financial Team in Cincinnati, OH
Horizon Wealth Management is seeking a high-performing Senior Financial Advisor to join our dynamic team. We are looking for individuals who are passionate about helping clients build lasting wealth and secure their financial future. In this role, you will leverage your expertise to manage complex portfolios and provide strategic financial planning.
Why Join Us?
- Unmatched Compensation: Generous base salary coupled with a lucrative commission structure and quarterly bonuses.
- State-of-the-Art Tools: Access to the latest CRM software and research platforms to enhance your productivity.
- Growth Opportunities: Continuous training and mentorship from industry leaders to advance your career.
We are committed to fostering a culture of excellence and integrity. If you are ready to take your financial advisory career to the next level in the heart of Cincinnati, we want to hear from you.
Responsibilities
- Conduct comprehensive financial needs analyses for new and existing clients to determine appropriate investment strategies.
- Manage and grow a book of business through proactive relationship building and effective networking.
- Develop and implement tailored financial plans, including retirement, estate, and tax strategies.
- Monitor market trends and adjust client portfolios to maximize returns while managing risk.
- Collaborate with the compliance team to ensure all activities adhere to regulatory standards.
- Present complex financial concepts in clear, understandable language to clients of all backgrounds.
- Recruit and mentor junior team members to expand the firm's footprint.
Qualifications
- Minimum of 3-5 years of experience in financial services or a related field.
- Series 7 and Series 66 (or Series 63) licenses required; CFP designation is a plus.
- Bachelor’s degree in Finance, Economics, Business Administration, or equivalent experience.
- Strong understanding of investment vehicles, asset allocation, and risk management.
- Excellent communication and interpersonal skills with a client-centric approach.
- Self-motivated with a proven track record of meeting or exceeding sales targets.
- Ability to work independently and manage multiple client portfolios simultaneously.