Financial Advisor

4 days ago


Orlando, Florida, United States Apex Brokers Full time
Job Title: Financial Consultant

We are seeking a highly skilled Financial Consultant to join our team at Apex Brokers. As a key member of our financial services team, you will be responsible for providing expert financial advice and guidance to our clients.

Job Summary

The ideal candidate will have a deep understanding of financial planning and market analysis, with excellent communication and interpersonal skills. You will be responsible for conducting thorough financial analysis, developing and maintaining strong relationships with clients, and providing tailored solutions to meet their financial needs.

Key Responsibilities
  • Conduct 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.
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.


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