Financial Advisor - U.S.A.

Job Title: Financial Advisor

Location: U.S.A.

Company Overview:

Hoxton Wealth is a rapidly growing, global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With over  $3 billion in assets under management (AUM), Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions, cross-border financial planning, and long-term strategies for wealth growth and preservation.

Job Description:

As a Financial Advisor at Hoxton Wealth, you will be responsible for providing personalized financial planning and investment advice to clients. You will work closely with clients to understand their financial goals and objectives and develop customized strategies to help them achieve their goals.

Key Responsibilities:

- Conduct thorough financial assessments and analysis for clients to understand their current financial situation and future goals

- Develop personalized financial plans and investment strategies based on client needs and risk tolerance

- Provide ongoing financial advice and guidance to clients, including investment recommendations and portfolio management

- Monitor and review client portfolios to ensure they are aligned with their financial goals and make adjustments as needed

- Stay up-to-date on market trends, economic conditions, and regulatory changes to provide informed advice to clients

- Build and maintain strong relationships with clients, providing exceptional customer service and addressing any concerns or questions they may have

- Collaborate with other team members and departments to provide comprehensive financial solutions to clients

- Participate in networking and business development activities to expand the firm's client base

- Adhere to all regulatory requirements and ethical standards in the financial industry

Qualifications:

- Bachelor's degree in finance, business, or a related field

- Series 65 License 

- Insurance (Life & Variable Annuities) - Preferred 

- Certified Financial Planner (CFP) designation preferred

- Minimum of 3-5 years of experience as a financial advisor or in a similar role

- Proven track record of successfully managing client relationships and achieving financial goals

- Strong knowledge of financial planning, investment strategies, and market trends

- Excellent communication and interpersonal skills

- Ability to work independently and as part of a team

- Detail-oriented and able to manage multiple tasks and priorities effectively

- Familiarity with financial software and tools

- Must be authorized to work in the U.S.

Why Hoxton Wealth?

- Competitive salary and benefits package

- Opportunity for career growth and advancement

- Supportive and collaborative work environment

- Access to top-of-the-line technology and resources

- Commitment to professional development and ongoing training

- Reputation as a respected and reputable firm in the financial industry

If you have a passion for helping others achieve their financial goals and are looking for a dynamic and rewarding career in the financial industry, Hoxton Wealth is the place for you. Apply now to join our team of dedicated and experienced financial advisors.

Apply directly by emailing taylor.sallery@hoxtonwealthusa.com