Job Description
About the Role:
Apex Financial Partners is seeking a dynamic and results-driven Financial Advisor to join our leading team in Detroit, Michigan. We are dedicated to helping our clients achieve financial freedom through personalized strategies.
As a member of our team, you will benefit from a comprehensive equipment provided package, including state-of-the-art trading terminals, a company car, and a furnished office, allowing you to focus entirely on client relationships and growth.
Why Join Us?
- Full training and mentorship programs.
- Access to an established client base.
- Competitive compensation and performance bonuses.
- Modern office environment in the heart of Detroit.
Responsibilities:
Responsibilities
- Develop and execute comprehensive financial plans tailored to client goals.
- Manage and grow a book of business through prospecting, networking, and client referrals.
- Monitor market trends and recommend investment strategies to optimize portfolio performance.
- Conduct regular portfolio reviews and financial check-ins with clients.
- Collaborate with internal teams to ensure seamless service delivery.
- Comply with all FINRA regulations and company policies.
Qualifications:
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Series 7 and Series 66 licenses (or willingness to obtain).
- 3+ years of experience in financial sales or advisory (internships considered).
- Strong analytical skills and attention to detail.
- Excellent verbal and written communication abilities.
- Ability to work independently and meet sales targets.
- Valid driver’s license and clean driving record.