Job Description
Are you a results-driven financial professional seeking an opportunity to make a tangible impact? Apex Financial Partners is currently hiring a Financial Advisor to join our premier team in Jersey City, NJ.
We pride ourselves on being a remote-friendly organization that balances flexibility with high-performance culture. You will have the autonomy to serve a diverse portfolio of clients while benefiting from our robust support infrastructure and mentorship programs.
Key Responsibilities:
- Establish and cultivate long-term relationships with high-net-worth clients in the New Jersey and NYC metro area.
- Develop comprehensive financial plans, including retirement, estate, tax, and investment strategies.
- Manage and grow investment portfolios, ensuring alignment with client risk profiles and financial goals.
- Conduct regular portfolio reviews and market updates to educate clients.
- Drive new business acquisition through networking, referrals, and community outreach.
- Adhere strictly to regulatory compliance standards and fiduciary responsibilities.
Qualifications:
- Candidate must hold Series 7, 63, and 66 (or 65) licenses (willingness to obtain if currently in progress is a plus).
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field is required.
- 3-5+ years of experience in financial services, wealth management, or investment banking.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent verbal and written communication skills.
- Demonstrated ability to meet or exceed sales targets and performance metrics.
Responsibilities
- Build and maintain strong relationships with new and existing clients in the Jersey City area.
- Conduct comprehensive financial needs analyses and create personalized investment strategies.
- Manage investment portfolios, ensuring alignment with client risk tolerance and objectives.
- Stay abreast of market trends and economic developments to provide informed advice.
- Comply with all regulatory requirements, including FINRA rules and fiduciary standards.
- Prepare and present regular portfolio reviews to clients.
Qualifications
- Series 7, 63, and 66 (or 65) licenses required (or willingness to obtain).
- Bachelor’s degree in Finance, Economics, or Business preferred.
- 3+ years of experience in financial advisory or wealth management.
- Strong interpersonal and communication skills.
- Self-motivated with a proven track record of meeting sales targets.
- Valid driver’s license and access to transportation for client meetings.