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Financial Advisor
2 months ago
Apex Brokers, a leading financial services firm, is seeking a highly skilled and experienced Financial Consultant to join our team. As a Financial Consultant, you will play a crucial role in providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities:- Financial Analysis: Conduct thorough financial analysis to identify new opportunities and assess risk factors, providing valuable insights to our clients.
- Client Relationships: Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions to meet their objectives.
- Communication: Engage in proactive communication with clients, keeping them informed about investment strategies, market changes, and economic trends.
- Reporting and Presentations: Prepare detailed reports and presentations for clients depicting their financial status and progress towards their financial goals.
- Collaboration: Collaborate with colleagues in other departments to effectively coordinate financial processes and ensure compliance with relevant laws and regulations.
- Professional Development: Participate in training and development sessions to stay current with financial products and offerings.
- Strategic Planning: Provide strategic financial planning advice to clients, enhancing their ability to achieve short-term and long-term financial objectives.
- Organizational Goals: Work towards organizational goals while upholding integrity and ethics in all actions and decisions.
- Experience: Proven experience as a Financial Consultant or similar role, with a deep understanding of financial planning and market analysis.
- Communication Skills: Excellent communication and interpersonal skills, capable of managing and building client relationships.
- Adaptability: Demonstrated ability to remain resilient under pressure and adapt quickly to changing financial climates.
- Professional Development: Commitment to ongoing professional development and maintaining current knowledge of financial products and regulations.
- Industry Experience: 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.
- Closing Skills: 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.
- Personality Traits: Ideal candidates are outgoing, money motivated & go-getters who can keep high energy on the sales floor.
- Commission Structure: Ability to work with uncapped commissions, ensuring maximum earnings for dedicated efforts.
