Advisory Specialist (Internal Sales in Investment Management Field)
horizoninvestments
About this role
An Advisory Specialist at Horizon develops new business leads and supports existing client relationships in their territory. They work with a Regional Director to expand market share and provide consultative support to clients.
Skills
Qualifications
About horizoninvestments
horizoninvestments.comHorizon Investments delivers goals-based financial strategies, investment management, technology, and consulting—providing tools for investing and advising clients. Through its technology platform and advisory services, it supports financial professionals in portfolio management, client engagement, and practice growth. The company emphasizes fueling advisor growth by offering integrated solutions that align client goals with disciplined investment management. Overall, Horizon positions itself as a comprehensive partner for advisors seeking scalable, technology-enabled wealth management.
About horizoninvestments
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for horizoninvestments.
Salary
$54k – $62k
per year
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