Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Core
Provide comprehensive financial planning, wealth management, risk management, tax management, and debt management to clients through joint fieldwork and mentorship.
Role type
Team-Based Financial Advisor (entry-level to mid-level)
Builds
Client relationships and book of business for Apex Financial Group
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, Microsoft Word, Excel, PowerPoint
Responsibilities
Meet with new and existing clients to build a book of business, solicit and sell appropriate products, complete applications, write recommendations, service existing clients/contracts, research and respond to client inquiries, collaborate with Lead Advisor on complex scenarios, schedule and document client meetings
Seniority
Entry-level to Mid-level, mentorship track