Senior/Lead Financial Advisor

Description

Horizon Financial Group is an investment advisory firm offering financial planning and investment management services for individuals and corporations.   We proactively manage our clients wealth by using our unique process, The Confident Wealth Experience, making the complex simple and delivering customized financial plans to help clients reach their goals.  Senior/Lead Financial Advisors are among the most experienced advisors in the firm in terms of credentials and years in the business.   We are looking for advisors with a history of success to partner with us in our growing firm.

Required Qualifications

-Minimum 3 years of experience as a Financial Advisor directly advising clients

-Proven business development experience with an existing client base

-Bachelor’s degree

-CFP or CFA a plus

-Possess a strong work ethic and strong personal values

-Willing to work with clients within a team environment

Preferred Qualifications

Job Responsibilities

-Identify, attract and continually develop prospective clients

-Conduct initial prospect meetings to introduce firm’s products and services

-Make new client initial plan presentations and onboard new clients

-Lead ongoing review meetings for clients in conjunction with an associate advisor

-Serve on the firm’s investment committee and help determine the firm’s investment strategies

-Assist associate advisors with advanced planning issues and complex client situations

-Train, mentor and oversee firm’s associate advisors to ensure highest level of professional knowledge

-Be a lifelong learner, educating themselves and others on products and strategies

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