Wealth Advisor
We are seeking Wealth Advisors for our home office location and remote opportunities across the United States. For our home office advisors, we provide leads and marketing opportunities. Last year our in house advisors received $25-$50 million in client opportunities.
Our advisors are supported by dedicated in-house service professionals that will assist in the delivery of client service and sales support in addition to the ongoing operations and compliance requirements of our industry. We aim to provide you all the support and resources you need so you can focus on what you do best, working with clients to help them achieve their dreams and grow your book in the process.
As a Horter Financial Advisor your primary responsibilities will include client acquisition and the identification and delivery of investment management and insurance solutions by way of discovery and a custom financial plan. Client sourcing opportunities are available through company sponsored seminars, workshops, and mailings.
Horter Investment Management is a financial services company, family owned and operated in Cincinnati, Ohio with advisors located across the United States. Horter Investment Management operates within the Horter family of companies, which include Investment Management, Tax, Insurance, and Medicare offerings. The home office staff is comprised of marketing, client support, sales support, technology, operations, and compliance specialists with a depth of experience in the industry and with Horter Investment Management. Our core values focus on enhancing the experience for our employees, clients, and advisors. We are committed to finding outstanding candidates and creating rewarding opportunities for them where we can partner in our journey of providing world-class financial service solutions to our clients. We recognize how important the individual advisor is in establishing and deepening client relationships and it’s our number 1 goal to support you in that endeavor.
With both 1099 and W2 arrangements available, we have the flexibility to design compensation and benefits to fit the needs of the advisor. In addition, we help our advisors with their long-term succession strategies so they can maximize financial security and the ongoing management of the clients they advise.
The Horter family of companies offers comprehensive solutions to both consumers and businesses of all shapes and sizes. All of these services are the result of a thoughtful financial plan that is created and customized for each client with the objective being to assist in helping with goals related to growing and preserving wealth. In doing so we recommend and implement investment, insurance, estate, and tax planning strategies that are appropriate in order for the client to meet their financial objectives.
We are seeking Wealth Advisors for our home office location and remote opportunities across the United States. Our advisors are supported by dedicated in-house service professionals that will assist in the delivery of client service and sales support in addition to the ongoing operations and compliance requirements of our industry. We aim to provide you all the support and resources you need so you can focus on what you do best, working with clients to help them achieve their dreams and grow your book in the process.
As a Horter Financial Advisor your primary responsibilities will include client acquisition and the identification and delivery of investment management and insurance solutions by way of discovery and a custom financial plan.
Qualifications:
To excel in this role, candidates should meet the following criteria:
· Requires a Bachelor’s degree in Finance or related field
· Requires 65 or 7/66, life and health insurance licenses
· A CFP® certification is highly preferred
· Strong understanding of the investment management business
· 5+ years experience as a Financial Advisor
· Exceptional presentation and interpersonal skills
· Proven track record of utilizing financial planning to build and manage client relationships
...acquisition, and strengthen existing customer relationships. Full training is provided to ensure you have the tools and confidence to... ...Marketing, Business, Communications, or a related field. No prior experience necessary; internships or relevant coursework are a plus....
Class A FLATBED - DRY CDL DRIVERS - LEASE PURCHASE Trucks 2015 and 2018OTR Flatbed midsize company where everyone is treated as a family. Good work environment. Newer Freightliner trucks with APU's for better fuel savings. Substitute trucks provided if the primary truck...
As Journeyman Carpenter with PeopleReady Skilled Trades, you'll support Contractors throughout San Diego County. In this long-term role, you'll enjoy weekly pay, health insurance benefits and a flexible work schedule. Whether you're new to the trades or a seasoned pro,...
...Roster manages the hiring process for the top global creators and brands. Hoog , an animation channel with 900K subscribers, is on the hunt for a skilled 3D Render Thumbnail Designer to create eye-catching, professional visualizations that drive viewer engagement! We...
...underperforming studentsStay updated on advancements in science education research and technology toolsPrepare reports on departmental performance... ...Insurance for teachers and their dependentsSocial Insurance & Medical InsuranceFlight to school from point of origin and relocation...