Job Description
Are you a results-driven financial professional looking to make a tangible impact? Apex Financial Partners is expanding our elite team and seeking a dedicated Financial Advisor to join our growing practice.
We offer a supportive environment, comprehensive training, and the autonomy to build a thriving book of business. If you are passionate about helping clients achieve financial freedom and want to work with a modern, forward-thinking firm, we want to hear from you.
Why Join Us?
- Competitive base salary + high-earning commission structure.
- Access to cutting-edge financial planning tools and technology.
- Continuous mentorship and professional development opportunities.
- Collaborative culture focused on work-life balance.
Responsibilities
- Client Acquisition & Retention: Identify and prospect new clients while actively managing and growing existing relationships to ensure high retention rates.
- Financial Planning: Conduct comprehensive financial needs analyses and develop personalized financial plans covering investment management, retirement planning, and estate planning.
- Portfolio Management: Oversee client portfolios, monitor market performance, and make strategic adjustments to align with client goals and risk tolerance.
- Product Knowledge: Stay up-to-date with financial products, including stocks, bonds, annuities, and insurance, to recommend suitable solutions.
- Compliance & Reporting: Maintain accurate records in the CRM system and ensure all client interactions and recommendations adhere to regulatory standards.
- Market Education: Educate clients on economic trends and financial strategies through seminars, one-on-one meetings, and written communications.
Qualifications
- Licenses: Must hold or be willing to obtain Series 7, Series 66 (or Series 63/65), and Life Insurance licenses.
- Education: Bachelor’s degree in Finance, Business Administration, or related field (preferred).
- Experience: 2+ years of experience in financial services, sales, or a related field.
- Skills: Strong interpersonal and communication skills with the ability to build trust quickly.
- Goal-Oriented: Proven track record of meeting and exceeding sales targets and performance metrics.
- Technology: Proficiency with financial software and CRM platforms.