Job Description
Join Wealth Horizon Partners, a leading financial advisory firm in Orlando, as a Senior Financial Advisor. We offer a remote-friendly environment where you can build your client base while enjoying Orlando's vibrant lifestyle. Our competitive compensation package includes uncapped commission, comprehensive benefits, and ongoing professional development. Help clients achieve their financial goals through personalized wealth management strategies.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Build and maintain a client portfolio through proactive outreach and relationship management
- Analyze market trends and regulatory changes to optimize client portfolios
- Collaborate with cross-functional teams on complex financial solutions
- Maintain FINRA Series 7, 66, and state insurance licenses
- Leverage CRM systems to track client interactions and opportunities
- Participate in community outreach to expand professional network
Qualifications
- Bachelor's degree in Finance, Business, or related field
- 5+ years of financial advisory experience with proven track record
- Active FINRA Series 7 & 66 licenses (or equivalent)
- Strong analytical skills and proficiency in financial planning software
- Exceptional communication and presentation abilities
- Self-motivated with ability to work independently in remote setting
- Valid Florida Life & Health Insurance license
- CFP designation preferred