Job Description
Are you looking for a rewarding career in finance but lack formal experience? Apex Financial Group is seeking motivated individuals to join our dynamic team as Financial Advisors in the heart of Chicago, IL.
We are a client-centric firm dedicated to helping individuals and families achieve their financial freedom. We believe that the best financial advisors are those who are passionate, empathetic, and eager to learn. We provide comprehensive training, mentorship, and a clear path to licensure. If you have a drive to succeed and excellent communication skills, we want to hear from you.
Why Join Our Team?
- No Experience Needed: We provide world-class training and mentorship to get you licensed and selling.
- Competitive Compensation: Earn a competitive base salary with uncapped commission and bonus potential.
- Professional Growth: Clear career progression paths and continuous education support.
Responsibilities
- Meet with potential and existing clients to understand their financial needs, goals, and risk tolerance.
- Develop and implement comprehensive financial plans, including retirement planning, investment strategies, and insurance solutions.
- Present complex financial concepts in a clear, understandable, and professional manner.
- Manage and grow a book of business while maintaining high levels of client satisfaction and retention.
- Stay updated on market trends, economic shifts, and regulatory changes to provide informed advice.
- Collaborate with internal support teams to ensure seamless delivery of financial services.
Qualifications
- High school diploma or GED required; Bachelor’s degree in Finance, Economics, or Business is a strong plus but not mandatory.
- Strong interpersonal and communication skills with a focus on building trust and rapport.
- Demonstrated self-motivation, drive, and the ability to work in a target-driven environment.
- Willingness to obtain required securities licenses (Series 6, 7, 63) through our in-house training program.
- Ability to work flexible hours, including evenings and weekends, to accommodate client meetings.