Website HorizonWealthNY Horizon Wealth Advisors
Your Financial Future, Our Focus
Job Description
About the Role
Horizon Wealth Advisors seeks FP&A professional to support high-net-worth client portfolio management. Analyze markets and develop investment strategies.
Responsibilities
- Prepare financial models
- Conduct portfolio stress tests
- Research investment products
- Assist with client presentations
- Monitor regulatory compliance
- Automate reporting processes
- Attend client meetings
Requirements
- MBA in Finance preferred
- 3+ years wealth management
- CFA/CFP progress required
- Advanced Excel modeling
- Knowledge of eMoney/Orion
- Series 7/66 licenses
- Client service focus
Benefits
- Performance bonuses
- Client referral incentives
- Professional dues paid
- Hybrid work schedule
- Premium health coverage
- Continuing education stipend
- Profit sharing plan
About the Company
Independent RIA managing $4.5B in assets. Named Top 100 Advisory Firm for 8 consecutive years.
Job ID: financial-planning-analyst-zV1Sf
