Financial Representative

Company Overview:

Join our dynamic team at Apex Asset Solutions, where we believe in empowering individuals to achieve financial success and security. We are a leading financial services firm dedicated to providing comprehensive financial planning solutions to our clients. With a commitment to excellence and innovation, we offer an inclusive environment where fresh perspectives are valued and growth opportunities abound.

Key Responsibilities:

• Client Engagement: Assist in conducting client meetings to gather financial information, understand goals, and assess risk tolerance.
• Financial Analysis: Utilize cutting-edge software tools to analyze financial data and develop personalized financial plans tailored to each client's unique circumstances.
• Recommendations: Collaborate with experienced advisors to formulate strategic recommendations on investment strategies, retirement planning, tax optimization, and wealth preservation.
• Education and Support: Provide ongoing support to clients by addressing inquiries, explaining financial concepts, and offering guidance on financial decisions.
• Professional Development: Engage in continuous learning and development through structured training programs, industry certifications, and mentorship opportunities.

Qualifications:

• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Proactive attitude with a willingness to learn and adapt.
• Passion for helping others achieve financial success.

Why Join Us:

• Training and Development: Receive comprehensive training and mentorship from seasoned professionals in the field of financial planning.
• Career Growth: Take advantage of numerous opportunities for career advancement and progression within our organization.
• Impactful Work: Make a meaningful difference in the lives of individuals and families by helping them achieve their financial goals.
• Inclusive Culture: Be part of a diverse and inclusive team that values collaboration, innovation, and respect.
• Competitive Compensation: Enjoy performance-based bonuses, and a comprehensive benefits package.
• 1099 Commission Only.

If you're ready to embark on an exciting journey in finance and contribute to our mission of empowering individuals to secure their financial futures, we want to hear from you! Apply now to join our team and unlock your full potential with Apex Asset Solutions.

Job Types: Full-time, Part-time

Pay: $36,000.00 - $60,000.00 per year

Expected hours: 10 – 60 per week

Benefits:

• Dental insurance
• Financial planning services
• Flexible schedule
• Health insurance
• Life insurance
• Paid training
• Professional development assistance
• Retirement plan
• Vision insurance

Compensation package:

• 1099 contract
• Bonus opportunities
• Commission only
• Commission pay
• Profit sharing

Weekly schedule:

• Choose your own hours
• Monday to Friday
• Weekends as needed

Work setting:

• Remote

Application Question(s):

• Do you understand this is a commission-based position?
• Are you legally able to work in the US?
• Are you willing to undergo a background check?

Work Location: Hybrid remote in Plano, TX 75024