Job Description
Are you a dedicated financial professional looking for a flexible schedule while making a significant impact on clients' lives? Apex Financial Solutions is seeking a skilled Part-Time Financial Advisor to join our dynamic team in Milwaukee, WI.
We pride ourselves on a client-first approach, offering comprehensive financial planning, investment management, and retirement strategies. As a part-time advisor, you will work closely with our senior team to deliver personalized solutions that help clients navigate their financial futures.
Why Join Us?
- Flexible Hours: Work the hours that fit your lifestyle.
- Competitive Compensation: Attractive hourly rates plus performance bonuses.
- Professional Growth: Access to ongoing training and mentorship.
Responsibilities
- Conduct comprehensive financial needs analyses with new and existing clients.
- Develop and present tailored financial plans, including investment portfolios and retirement strategies.
- Manage client accounts, monitor market performance, and adjust strategies as needed.
- Build and maintain strong, long-term relationships with a diverse client base.
- Ensure all client interactions and documentation comply with regulatory standards.
- Collaborate with the operations team to ensure seamless service delivery.
Qualifications
- Minimum of 2 years of experience in financial services or related fields.
- Series 6, 7, and 63 licenses (or willingness to obtain).
- Bachelor’s degree in Finance, Economics, or Business Administration preferred.
- Strong interpersonal and communication skills.
- Self-motivated with a proven track record of meeting sales targets.
- Ability to work independently and manage time effectively in a part-time capacity.