Job Description
Are you a results-driven professional looking to make a tangible impact on the financial well-being of families in Orlando? Apex Financial Group is seeking an ambitious and ethical Financial Advisor to join our elite team. We pride ourselves on a culture of mentorship, high performance, and integrity. This is an immediate hire opportunity for a driven individual ready to build a rewarding career in wealth management.
Why Join Us?
We provide the resources and support you need to succeed, including a comprehensive training program, state-of-the-art technology platforms, and a dedicated marketing department to help you grow your book of business. If you are ready to take your career to the next level, we want to hear from you.
Responsibilities
- Client Relationship Management: Build and maintain long-term relationships with clients by understanding their financial goals and providing tailored advice.
- Financial Planning: Conduct comprehensive financial needs analyses and develop personalized strategies covering investments, insurance, retirement, and estate planning.
- Portfolio Management: Monitor market trends, execute trades, and manage client portfolios to optimize returns aligned with risk tolerance.
- Sales & Acquisition: Proactively prospect for new clients through networking, referrals, and community engagement activities.
- Compliance: Ensure all activities adhere to FINRA regulations, SEC guidelines, and internal compliance policies.
- Market Education: Educate clients on complex financial products and market dynamics through workshops and one-on-one meetings.
Qualifications
- Licensing: Series 6, 7, and 63 licenses required (or willingness to obtain within 90 days of hire).
- Education: Bachelor’s degree in Finance, Business Administration, or a related field preferred; equivalent experience will be considered.
- Experience: Minimum of 2 years of experience in financial services, sales, or wealth management.
- Skills: Strong analytical skills with the ability to interpret complex financial data.
- Communication: Exceptional verbal and written communication skills with the ability to present information clearly to diverse audiences.
- Work Ethic: Self-motivated, disciplined, and driven by performance-based compensation.