Job Description
Are you a results-driven Financial Advisor seeking a high-impact role in Richmond, VA? Apex Wealth Partners is expanding our elite team and is looking for a dedicated professional to help clients achieve financial freedom.
Our Commitment: We offer a culture of excellence, cutting-edge technology, and a compensation package designed for top performers.
- Competitive Base Salary: $90k - $140k base with uncapped commission opportunities.
- Modern Tools: Access to proprietary portfolio management software.
- Growth: Clear pathways to leadership and specialization.
We are looking for someone who is not just a salesperson, but a trusted advisor to our community.
Responsibilities
- Develop and execute comprehensive financial plans tailored to meet the specific needs of high-net-worth individuals and families.
- Manage and grow client portfolios through strategic asset allocation and ongoing portfolio reviews.
- Identify and cross-sell financial products, including retirement planning, insurance, and investment management.
- Conduct regular market analysis and present strategies to clients to maximize returns.
- Build and maintain a robust network of professional referrals and community relationships.
- Ensure full compliance with all federal and state regulations and internal policies.
Qualifications
- Minimum of 3-5 years of experience in financial services, wealth management, or investment sales.
- Series 7 and Series 66 licenses (or willingness to obtain within 3 months).
- Bachelor’s degree in Finance, Economics, Business, or related field.
- Strong interpersonal skills with the ability to build trust and rapport quickly.
- Demonstrated track record of meeting or exceeding sales targets.
- Valid driver’s license and reliable transportation for client site visits.