Job Description
Welcome to Apex Wealth Management, where your career in finance takes center stage. We are currently seeking a dynamic Senior Financial Advisor to join our prestigious team in the heart of Boston, MA.
In this role, you will serve as a strategic partner to high-net-worth clients, guiding them through complex financial landscapes with precision and empathy. If you are driven by results, possess a deep understanding of market trends, and are passionate about helping others build lasting wealth, we want to hear from you.
Why Join Us?
- Competitive base salary plus performance-based bonuses.
- Comprehensive benefits package including health, dental, and vision.
- Access to top-tier training and professional development resources.
- A collaborative culture that values innovation and integrity.
Responsibilities
- Conduct comprehensive financial needs analyses and create personalized wealth management strategies for clients.
- Manage and grow a diverse portfolio of client assets, ensuring alignment with individual financial goals.
- Monitor market trends and economic indicators to provide timely investment advice.
- Build and maintain strong relationships with clients through regular meetings and ongoing support.
- Ensure full compliance with all federal and state regulations, including FINRA and SEC rules.
- Collaborate with the investment committee to develop and refine firm-wide product offerings.
- Assist in the onboarding of new clients and the transition of existing accounts.
Qualifications
- Minimum of 5 years of experience as a Financial Advisor or Wealth Manager.
- Certified Financial Planner (CFP) designation preferred or willingness to obtain.
- Series 7, 63, and 66 (or 65) licenses currently held or active.
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills, capable of explaining complex concepts simply.
- Self-motivated with a proven track record of meeting and exceeding sales targets.