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Financial Advisor

2 months ago

Orlando, Florida, United States Apex Brokers Full time

Job Posting: Financial Consultant at Apex Brokers

Job Overview

Apex Brokers, a prominent player in the financial advisory industry, is excited to present a remarkable opportunity for a skilled and motivated Financial Consultant to become part of our organization. This full-time role is situated at our main office and necessitates the selected candidate to work on-site, as remote work is not an option. Our firm is gearing up for significant growth, and we are in search of a proactive individual to assist us in delivering exceptional financial guidance and services to our valued clients.

The successful candidate will play a crucial role within our organization, leveraging their knowledge to impact financial decision-making and strategic planning. At Apex Brokers, you will have the opportunity to thrive in an environment where your expertise can significantly contribute to the success of our clients' financial endeavors.

Key Responsibilities
  • Perform comprehensive financial assessments to uncover new prospects and evaluate risk elements.
  • Establish and nurture robust relationships with clients, identifying their financial requirements and offering customized solutions.
  • Maintain proactive communication with clients, keeping them updated on investment strategies, market fluctuations, and economic developments.
  • Create detailed reports and presentations for clients illustrating their financial status and progress towards their financial objectives.
  • Collaborate with team members across various departments to efficiently manage financial processes and ensure adherence to applicable laws and regulations.
  • Engage in training and development initiatives to remain informed about financial products and services.
  • Deliver strategic financial planning recommendations to clients, enhancing their capability to meet both short-term and long-term financial goals.
  • Work towards the organization's objectives while maintaining integrity and ethical standards in all actions and decisions.
Qualifications
  • Demonstrated experience as a Financial Consultant or in a comparable position, with a solid grasp of financial planning and market analysis.
  • Exceptional communication and interpersonal abilities, adept at managing and cultivating client relationships.
  • Proven resilience under pressure and the ability to adapt swiftly to evolving financial landscapes.
  • Dedication to continuous professional growth and staying updated on financial products and regulations.
  • Our firm is currently expanding and is specifically seeking 10 Qualifiers with over 1 year of experience in Sales across one or more of the following sectors: L.I, Debt Validation, D.E, Timeshare, Vacation packages, Credit Repair, or Collection.
  • We are also looking for Closers, with limited positions available. We currently have inbound/outbound and warm transfers for our Debt campaign operational and ready.
  • Ideal candidates are outgoing, motivated by financial success, and possess a high-energy presence on the sales floor.
  • Ability to work with uncapped commissions, maximizing earnings based on dedicated efforts.