Job Description
Urgent Opportunity: Join our elite financial advisory team in Boston's thriving financial district! We're seeking dynamic Financial Advisors to help high-net-worth clients achieve their wealth goals. With competitive compensation, comprehensive benefits, and unparalleled growth opportunities, this is your chance to accelerate your career in one of America's most vibrant financial markets.
Why Wealth Horizon? We combine cutting-edge financial technology with personalized client strategies, backed by 20+ years of industry leadership. Our advisors receive continuous training, mentorship from industry veterans, and access to exclusive investment platforms.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients covering investments, retirement, taxes, and estate planning
- Cultivate and maintain long-term client relationships through proactive portfolio management
- Analyze market trends and economic indicators to optimize investment strategies
- Collaborate with legal and tax professionals to deliver holistic wealth solutions
- Drive business development through networking and client referrals
- Stay current on FINRA regulations and compliance requirements
- Mentor junior advisors to build a high-performing team culture
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFP preferred)
- 5+ years of financial advisory experience with high-net-worth clients
- FINRA Series 7, 66, and state insurance licenses
- Proven track record of exceeding sales targets and client satisfaction metrics
- Exceptional communication skills with ability to explain complex concepts clearly
- Strong analytical and problem-solving abilities
- Boston market knowledge and established professional network
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)