Job Description
Join Wealth Horizon Partners, an award-winning wealth management firm, as a Senior Financial Advisor in our San Francisco office with full remote flexibility. We're seeking a dynamic professional to transform clients' financial futures through personalized investment strategies and comprehensive planning. Enjoy competitive compensation, cutting-edge technology, and a culture of continuous growth. Relocation assistance and relocation bonus available.
Responsibilities
- Develop and execute customized financial plans encompassing investments, retirement, tax, and estate planning
- Cultivate and manage a high-net-worth client portfolio with minimum $500k AUM
- Leverage CRM tools to maintain client relationships and drive business development
- Stay current on market trends, regulatory changes, and product innovations
- Collaborate with internal teams for holistic client solutions
- Mentor junior advisors and contribute to firm-wide best practices
Qualifications
- 7+ years of financial advising experience with Series 65/66 and CFP certifications
- Proven track record managing $5M+ client portfolios
- Exceptional communication and presentation skills
- Experience with CRM platforms (e.g., Salesforce, Redtail)
- Strong analytical abilities and financial modeling expertise
- BA/BS in Finance, Economics, or related field
- Remote work proficiency and self-discipline