Job Description
Are you a driven Financial Advisor seeking a role that offers the autonomy and flexibility you deserve? Apex Financial Partners is looking for a talented professional to join our dynamic team in Jacksonville, FL. We are committed to empowering our advisors with the tools, training, and freedom to build a practice that fits their lifestyle while helping clients achieve their financial dreams.
Why Join Us?
- Flexible Schedule: Design your own work hours to achieve the perfect work-life balance.
- Commission-Driven: Your earning potential is directly tied to your success and hard work.
- Elite Support: Access to cutting-edge technology and a dedicated compliance team.
- Growth Opportunities: Clear pathways for career advancement and leadership roles.
Take control of your career today by applying for this exciting opportunity in the heart of Florida.
Responsibilities
- Develop and maintain strong relationships with new and existing clients through regular consultations and meetings.
- Analyze client financial situations, goals, and risk tolerance to create comprehensive financial plans.
- Manage investment portfolios, recommending appropriate asset allocations and strategies.
- Stay abreast of market trends, economic indicators, and regulatory changes to ensure compliance and accuracy.
- Conduct quarterly reviews and provide ongoing portfolio performance reporting.
- Referral generation and networking within the local Jacksonville community.
Qualifications
- Series 7 and Series 66 licenses (or the ability to obtain within a specified timeframe).
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- 3+ years of experience in financial services, wealth management, or sales.
- Excellent communication, interpersonal, and presentation skills.
- Strong analytical skills with a keen attention to detail.
- Self-motivated individual with a proven track record of meeting and exceeding targets.