Job Description
Are you a driven Financial Advisor looking for a role that covers all the costs? At Apex Financial Partners, we empower our advisors to focus on what matters most—building relationships and growing client portfolios.
We are currently seeking a detail-oriented and client-focused Financial Advisor to join our Lubbock, TX team. The best part? We provide all the necessary equipment to get you started immediately. Say goodbye to upfront costs for laptops, tablets, and industry-standard software.
Why Join Us?
- Equipment Provided: We cover all hardware and software expenses.
- Competitive Compensation: Base salary plus uncapped commission structure.
- Supportive Culture: Work in a collaborative environment that values mentorship.
Responsibilities
- Develop and maintain relationships with new and existing clients to acquire assets under management (AUM).
- Conduct comprehensive financial needs analyses and create tailored investment strategies.
- Manage client portfolios, conducting quarterly reviews and rebalancing as necessary.
- Stay current with market trends and regulatory changes to ensure compliance.
- Utilize CRM tools to track client interactions and growth opportunities.
Qualifications
- Series 7 and Series 66 (or Series 63) licenses required.
- Bachelor’s degree in Finance, Economics, or related field preferred.
- Minimum of 2-3 years of experience in financial services or sales.
- Strong communication and interpersonal skills.
- Proficiency in Microsoft Office Suite and financial planning software (e.g., eMoney, MoneyGuidePro).