Job Description
Are you a driven Financial Advisor looking for a career that values your hard work and dedication? Horizon Wealth Partners is expanding our team in Los Angeles and is looking for ambitious individuals to join our success story.
We are committed to a culture of transparency and growth. Unlike traditional firms, we prioritize weekly pay to ensure our advisors have the financial freedom to focus on what they do best: helping clients achieve their financial dreams. You will work in a high-energy environment with access to top-tier training, cutting-edge technology, and a supportive mentorship team.
Key Highlights:
- Get Paid Weekly: Enjoy the financial stability of receiving your commission and base salary every week.
- Uncapped Earnings: Your hard work directly translates to your paycheck with our performance-based commission structure.
- Full Licensing Support: We offer a comprehensive, paid training program to help you obtain your Series 6, 7, and 63 licenses.
- Modern Infrastructure: Leverage our proprietary CRM and marketing tools to generate leads and manage client portfolios efficiently.
If you are ready to accelerate your career in a market-leading firm, apply today!
Responsibilities
- Conduct in-depth financial needs analyses and fact-finding meetings with prospective and existing clients in the Los Angeles area.
- Develop and execute personalized investment strategies, retirement plans, and insurance solutions tailored to client goals.
- Build and maintain a robust book of business through networking events, community outreach, and strategic referrals.
- Monitor market trends and economic indicators to provide timely advice and portfolio adjustments.
- Ensure strict compliance with FINRA regulations, internal policies, and fiduciary standards.
- Present complex financial concepts in a clear, understandable manner to diverse client demographics.
- Collaborate with internal teams, including tax and estate planning specialists, to provide holistic advice.
Qualifications
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field (or equivalent professional experience).
- Strong desire to obtain Series 6, 7, and 63 licenses (training provided).
- Excellent verbal and written communication skills with a focus on relationship building.
- Demonstrated ability to meet or exceed sales targets and KPIs.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and financial planning software.
- Valid driver’s license and willingness to travel for client meetings within the region.
- A self-starter mindset with the resilience to thrive in a competitive sales environment.