Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)
Core
Provide comprehensive financial planning and wealth management services to clients, serving as a mentee within a team structure to build a book of business.
Role type
Team-Based Financial Advisor (Entry-Level/Trainee)
Builds
Client relationships and a book of business for the sponsoring team
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales, client relationship management, product positioning, application completion, data analysis, Microsoft Office, Salesforce
Preferred skills
Business acumen, multitasking, integrity with confidential information
Technologies
Salesforce, Money Guide Pro, What-If Tax
Responsibilities
Meet with new and existing clients to build relationships, solicit and sell appropriate products, complete applications and write recommendations, research and respond to client inquiries, schedule and document client meetings, participate in joint fieldwork and community events
Seniority
Entry-level, mentored IC