Financial Services Professional

4 days ago


Downers Grove, Illinois, United States Apollon Wealth Management Full time

We are looking for a talented Financial Services Professional to join Apollon Financial. This role comes with a salary range of $80,000 - $100,000 annually, based on qualifications.

About the Role:

This position involves working closely with clients and financial advisors to deliver high-quality wealth management services. Key duties include:

  • Gathering necessary information for client meetings
  • Creating and managing follow-up tasks
  • Executing trading orders and maintaining client portfolios
  • Tracking task progress and client requests

Qualifications:

  • Minimum 3 years of relevant industry experience required
  • Proficiency in financial software and tools preferred
  • Industry licensing not required but beneficial
  • Excellent teamwork and communication skills


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