Job Description
Are you a results-driven financial professional looking to make a significant impact in the heart of Michigan?
We are urgently hiring a dedicated Financial Advisor to join our dynamic team in Detroit, MI. If you are passionate about helping clients build wealth and secure their future, we want to hear from you.
At Apex Financial Partners, we don't just manage money; we build legacies. Our team is growing, and we are seeking a motivated individual who thrives in a high-performance environment and is committed to excellence in financial planning and wealth management.
Why Join Us?
- Competitive base salary plus uncapped commission structure.
- Comprehensive training and mentorship programs for career growth.
- State-of-the-art technology and support tools.
- Collaborative and inclusive company culture.
Responsibilities
- Client Consultation: Conduct in-depth consultations to understand clients' financial goals, risk tolerance, and life circumstances.
- Financial Planning: Develop and implement comprehensive financial plans, including retirement, estate, and tax strategies.
- Investment Management: Manage investment portfolios, utilizing a variety of financial products to maximize returns while mitigating risk.
- Market Analysis: Stay abreast of market trends and economic shifts to provide timely advice to clients.
- Relationship Building: Cultivate and maintain long-term relationships with a diverse client base through exceptional service.
- Compliance: Ensure all advice and products adhere to federal and state regulations and internal compliance standards.
Qualifications
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field (Preferred).
- Experience: 2+ years of experience in financial services, sales, or investment advisory.
- Designations: Series 6, 7, and 63 licenses (or willingness to obtain) and CFP certification preferred.
- Communication: Exceptional verbal and written communication skills with the ability to explain complex financial concepts clearly.
- Drive: Proven track record of meeting or exceeding sales targets and client acquisition goals.
- Tools: Proficiency in CRM software and financial planning tools (e.g., Envestnet, MoneyGuidePro).