Job Description
Join a leading firm that equips you for success.
Apex Wealth Management is seeking a driven Financial Advisor to join our dynamic team in Fort Worth, Texas. We believe in providing our advisors with the best-in-class tools and resources to build thriving practices.
We provide a comprehensive equipment package, including the latest MacBook Pro, premium CRM software, marketing collateral, and office space. If you are a licensed professional looking for a supportive environment with the tools to succeed, we want to hear from you.
Responsibilities
- Conduct comprehensive financial needs analyses for new and existing clients to determine investment objectives.
- Develop and present tailored financial plans, including retirement, estate, and tax strategies.
- Manage client portfolios, executing trades and monitoring market performance.
- Build and maintain strong relationships through regular meetings and proactive communication.
- Recruit and mentor junior team members to foster business growth.
- Ensure strict compliance with FINRA, SEC, and state regulations.
Qualifications
- Series 6, 7, 63, and 65 licenses (or willingness to obtain).
- Valid Life and Health insurance licenses.
- Bachelor’s degree in Finance, Business Administration, or related field preferred.
- Minimum of 2 years of experience in financial services (internships considered).
- Strong knowledge of investment products and market trends.
- Proficiency in Microsoft Office and financial planning software.