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Financial Advisor

2 months ago

Orlando, Florida, United States Apex Brokers Full time
Financial Consultant Opportunity at Apex Brokers

We are seeking a skilled Financial Consultant to join our team at Apex Brokers, a leading firm in the financial services sector. This full-time position requires the successful applicant to work on-site, as this is not a remote job.

The ideal candidate will utilize their expertise to influence financial decision-making and strategies, working in an environment where their skills can truly make a difference in the tangible success of our clients' financial portfolios.

Duties and Responsibilities:

  • Conduct thorough financial analysis to identify new opportunities and assess risk factors.
  • Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
  • Engage in proactive communication with clients, keeping them informed about investment strategies, market changes, and economic trends.
  • Prepare detailed reports and presentations for clients depicting their financial status and progress towards their financial goals.
  • Collaborate with colleagues in other departments to effectively coordinate financial processes and ensure compliance with relevant laws and regulations.
  • Participate in training and development sessions to stay current with financial products and offerings.
  • Provide strategic financial planning advice to clients, enhancing their ability to achieve short-term and long-term financial objectives.
  • Work towards organizational goals while upholding integrity and ethics in all actions and decisions.

Requirements:

  • Proven experience as a Financial Consultant or similar role, with a deep understanding of financial planning and market analysis.
  • Excellent communication and interpersonal skills, capable of managing and building client relationships.
  • Demonstrated ability to remain resilient under pressure and adapt quickly to changing financial climates.
  • Commitment to ongoing professional development and maintaining current knowledge of financial products and regulations.
  • Our company is currently expanding and we are specifically looking for 10 Qualifiers with 1+ years experience in Sale in one or more of the following industries: L.I, Debt Validation, D.E, Timeshare, Vacation packages, Credit Repair, or Collection.
  • We are seeking Closers with only a few seats available. We currently have inbound/outbound and warm transfers for our Debt campaign running and ready.
  • Ideal candidates are outgoing, money motivated & go-getters who can keep high energy on the sales floor.
  • Ability to work with uncapped commissions, ensuring maximum earnings for dedicated efforts.