Job Description
Join Houston's premier wealth management firm as a Financial Advisor and transform lives through strategic financial planning. Wealth Horizon Partners offers a collaborative environment where your expertise directly impacts client success and your career growth. Our Houston-based team serves high-net-worth individuals and families with personalized investment strategies, retirement planning, and comprehensive wealth solutions.
We provide industry-leading training, competitive compensation, and a robust support system to help you thrive. If you're passionate about building client relationships and delivering exceptional financial outcomes, this is your opportunity to excel in one of America's most dynamic financial markets.
Responsibilities
- Develop and implement comprehensive financial plans for high-net-worth clients
- Build and maintain a robust client portfolio through strategic prospecting
- Conduct market analysis and provide investment recommendations aligned with client goals
- Coordinate with internal teams for tax, estate, and insurance planning integration
- Present complex financial strategies through clear, client-friendly reports
- Stay current on regulatory changes and industry best practices
- Mentor junior advisors to foster team excellence
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66, and state insurance licenses required
- 5+ years of financial planning/advisory experience with HNW clientele
- Proven track record in client acquisition and portfolio management
- Exceptional communication and presentation skills
- Certified Financial Planner (CFP) designation strongly preferred
- Proficiency in financial planning software (e.g., MoneyGuidePro)