Team Based Financial Advisor - Apex Financial Group (Appleton)

About the role

Make an impact working as part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice.

Responsibilities

• Learn and understand the entire operation of practice
• Participate in Joint Fieldwork to build expertise and learn best-practices within the industry
• Meet with new and existing clients to build a book of business and grow relationships
• Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
• Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
• Participate in events to attract new clients and provide financial education to the local community
• Research and respond to client inquiries
• Collaborate with Lead Advisor on complex scenarios
• Schedule, prep, and document all your client meetings
• Other responsibilities as assigned by the Lead Advisor

Requirements

• Bachelor’s degree or equivalent experience
• Military veterans are encouraged to apply
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable

Qualifications

• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Maintain integrity of sensitive/confidential information

Skills

• Technical computer skills
• Handling multiple tasks
• Integrity of sensitive/confidential information

Benefits

• Medical, dental and vision insurance
• Disability, accidental death and dismemberment insurance
• 401(k) and pension opportunities
• Ongoing support, training and opportunities for professional growth
• Well-being programs to help you manage your physical, emotional and financial health
• Gift-matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference
• Membership programs that help you engage with clients to make a real impact in your community

Pay

$24,000 [In addition to base pay, there is a strong incentive structure tied to performance—you’ll earn additional compensation for bringing in new business, creating significant earning potential]. Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors.

Schedule

This is a full-time role that requires you to be in the office.