Job Description
Are you a high-performing Financial Advisor looking to join a firm that provides the infrastructure for success?
Apex Wealth Partners is expanding our team in Atlanta, GA. We are seeking a dedicated professional to help us manage and grow our client portfolio. We believe in equipping our team with the best technology, leads, and support systems so you can focus on what you do best: building relationships and managing wealth.
Why Join Us?
- Full-Stack Support: We provide all necessary equipment, CRM tools, and lead generation systems.
- Unlimited Earning Potential: Competitive base salary plus high-commission structure.
- Modern Environment: Work in a state-of-the-art office in the heart of the Atlanta financial district.
Responsibilities
- Manage and grow a portfolio of individual and institutional clients, focusing on asset allocation and wealth management.
- Conduct comprehensive financial planning sessions, including retirement, estate, and tax strategies.
- Develop new business through networking, cold calling, and community outreach.
- Utilize our proprietary CRM to track client interactions and ensure exceptional service delivery.
- Collaborate with our compliance team to ensure all investment strategies adhere to SEC regulations.
- Present investment recommendations and portfolio reviews to clients on a quarterly basis.
Qualifications
- License: Must hold or be willing to obtain Series 7 and Series 66 (or Series 63) licenses.
- Experience: Minimum 3-5 years of experience in financial services or wealth management.
- Communication: Excellent verbal and written communication skills with the ability to explain complex financial concepts to clients.
- Technical Skills: Proficiency with financial software and CRM systems.
- Work Ethic: Self-motivated, goal-oriented, and resilient in a fast-paced sales environment.
- Education: Bachelor’s degree in Finance, Economics, or related field preferred.