Job Description
Are you a dedicated Financial Advisor looking for a schedule that works for you? Apex Financial Solutions is seeking a motivated professional to join our team in Jersey City. We offer a unique opportunity for experienced advisors to manage their own client portfolio while enjoying the flexibility of a part-time or hybrid schedule.
We value our employees and understand that a flexible work-life balance leads to better client outcomes. Our modern office is located in the heart of Jersey City, but we offer the freedom to work from home, ensuring you have the time and space to focus on what matters most.
Core Values:
- Client-Centric Approach
- Integrity and Transparency
- Flexibility and Autonomy
Responsibilities
- Conduct comprehensive financial planning sessions with new and existing clients.
- Develop and manage customized investment portfolios tailored to individual risk tolerance.
- Monitor market fluctuations and recommend timely adjustments to strategies.
- Provide ongoing education to clients regarding market trends and financial products.
- Prepare and review quarterly statements and compliance documentation.
- Build a strong referral network within the Jersey City community.
- Collaborate with internal teams to ensure seamless service delivery.
Qualifications
- Certified Financial Planner (CFP) designation or Series 6, 7, and 63 licenses.
- Minimum of 3 years of experience in wealth management or financial advisory.
- Strong knowledge of federal and state securities regulations.
- Excellent interpersonal and communication skills.
- Ability to work independently with minimal supervision.
- Proficiency in financial software and CRM systems.
- Self-starter with a proven track record of meeting sales targets.