What are the responsibilities and job description for the Wealth Management Advisor position at Apogee Wealth Management?
At Apogee, we don’t just offer jobs; we provide careers built on collaboration, growth, and purpose. When you join our team, you become part of a community where your contributions are valued, your development is prioritized, and your impact is meaningful.
Here, you’ll find:
A Culture of Excellence: Work alongside high-performing individuals who share your passion for quality and innovation.
Empowerment and Support: Define what success means for you, and let us help you achieve it.
A Mission that Matters: Make a difference in the lives of families, helping them achieve financial security and enduring legacies.
If you’re ready to aim higher, work smarter, and grow further, join us at Apogee Wealth Management. Together, we’ll redefine success and deliver excellence.
Role Description
As a Wealth Management Advisor, you will play a vital role in providing tailored financial guidance to mass affluent and high-net-worth clients. This role is a comprehensive advisory position where a knowledge of the financial planning process, tools, and tactics is necessary. You’ll serve as a trusted partner, offering comprehensive wealth strategies that align with the client’s unique goals while upholding our values of excellence, integrity, and accountability.
You will work collaboratively with a dynamic team that supports your growth and empowers you to deliver the highest standard of service.
Duties
Client Relationship Management: Build and maintain long-term relationships with clients, understanding their financial goals, challenges, and priorities.
Financial Planning: Develop, implement, and monitor customized financial plans, including retirement planning, estate planning, investment strategies, tax optimization, and risk management.
Portfolio Design & Management: Provide clients with strategic investment advice, aligning portfolios with their goals and risk tolerance.
Client Education: Educate clients on financial options and decisions, helping them confidently navigate complex wealth management solutions.
Business Development: Identify and attract new clients through referrals, networking, and Apogee Wealth Management’s marketing initiatives.
Team Collaboration: Partner with other advisors, financial planners, and support staff to deliver seamless and comprehensive service.
Accountability: Uphold Apogee’s values, ensuring the highest standards of professionalism, ethical conduct, and client satisfaction.
Qualifications
Education: A bachelor’s degree in finance, economics, business, or a related field is preferred. Additional credentials or certification are also preferred.
Experience: 3 years of experience in wealth management, financial advising, or a related role. Experience working with retirees or pre-retirees is a plus.
Skills:
Exceptional interpersonal and communication skills
Strong analytical and problem-solving abilities
Proficiency in financial planning software and tools
Ability to work independently and as part of a collaborative team
Licenses: Series 65 or 66; insurance licenses preferred or willing to obtain
*Compensation grid up to 42% w/ annual sales bonus
*Earn equity in your book of business
