Apollo Strategic Advisors · 21 hours ago
Financial Advisor
Las Vegas, NV
Full-time
Onsite
Entry, Mid LevelApollo Strategic Advisors is a firm dedicated to providing tailored financial services and investment management solutions. They are seeking both experienced and new financial advisors to offer comprehensive financial planning services, advise clients on investments, and manage client relationships.
Financial Services
Responsibilities
Source prospects and develop new client relationships
Reach out to leads and hold productive client meetings
Implement wealth management strategies to meet client investment objectives and needs
Manage existing client relationships
Work with team to ensure high quality client experience
Follow all rules, regulations, and registration requirements
Qualification
Required
Display the ability to be a self-starter/entrepreneur
Be a professional at all times, both internally with our team and externally with the public
Analytical and problem-solving abilities
Effective communication and interpersonal skills
Ability to work independently and collaboratively within a team
Knowledgeable in Investments and Wealth Management
Strong skills in Financial Advisory and Client Relationship Management
FINRA Series 7, 66 registrations and state insurance licenses
Relevant certifications such as CFP® (CERTIFIED FINANCIAL PLANNER®) professional are a plus
All qualifications listed above
Benefits
Own your own clients and book of business
Competitive payouts with unlimited earnings potential
Transition Compensation available for existing books of business (if qualified)
Work with an independent firm with the freedom to manage your own business
Access to hands on detailed training with industry professionals to help improve an existing business or start a financial advising career form scratch
Ability to implement a detailed business management and financial planning process
Large range of investment, insurance, and product options
Qualified monthly leads provided
Company
Apollo Strategic Advisors
Our responsibility to our clients comes first.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase