What are the responsibilities and job description for the Financial Advisor position at AppleOne?
We’re looking for a Relationship Manager who is passionate about building strong client connections and guiding them through financial planning for retirement. You’ll act as a trusted partner, helping clients manage their assets and make informed financial decisions.
What You’ll Do :
Build and maintain long-term client relationships.
Collaborate with advisors to provide personalized financial guidance.
Analyze client financial situations and recommend solutions.
Use financial planning software to create retirement and tax-saving strategies.
Assist with 401K rollovers, Roth conversions, and investment planning.
Keep accurate records in CRM software.
Conduct regular client reviews to adjust financial plans.
What You Need :
5 years of financial planning experience.
WA Life / Health License & FINRA Series 65 (CFP required).
Strong communication and client service skills.
EEO / AA Employer / Vet / Disabled.
The Know Your Rights poster is available here :
The pay transparency policy is available here :
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants : Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Additional Skills
none specified)
Salary : $90,000 - $100,000
