What are the responsibilities and job description for the Associate Financial Advisor position at Horizon Private Wealth?
Company Description
Horizon Private Wealth, located in Greenville, SC, is dedicated to serving successful business owners, professionals, and families through their proven process, the Horizon Navigator. The company focuses on wealth management, exit planning, tax strategies, and insurance to simplify complexity and help clients build wealth, avoid risks, and seize opportunities.
Role Description
This is a full-time on-site role for an Associate Financial Advisor at Horizon Private Wealth. The Associate Financial Advisor will be responsible for supporting the senior advisor team with financial planning, retirement planning, investment management, presentation preparation, client communication, and providing support in providing wealth advisory services to clients. With Horizon's emphasis on serving successful business owners, an ideal candidate will have familiarity with financial statements and core business principals.
Qualifications
- Financial Planning and Retirement Planning skills
- Finance and Investments knowledge
- Experience in Financial Advisory
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Detail-oriented and organized
- Ability to work collaboratively in a team environment
- Bachelor's degree in Finance, Economics, or related field
- MBA Preferred
