Team Based Financial Advisor

TL;DR

Team Based Financial Advisor (Financial Services): Provide financial advice as part of a team with mentorship from experienced advisors, focusing on comprehensive financial planning including wealth, risk, tax, and debt management. Focus on learning the practice operations, building client relationships through joint fieldwork, and developing expertise in industry best practices.

Onsite in Appleton, WI (requires you to be in the office)

Base: $24,000 + performance incentives

Company

Apex Financial Group, an independent practice of hirify.global, serves 13,000+ clients with a focus on quality relationships across 7 offices in Wisconsin.

What you will do

• Learn practice operations and participate in joint fieldwork with Lead Advisors
• Meet clients to build relationships, solicit products, and provide financial clarity
• Position products and strategies using tools like Salesforce and Money Guide Pro
• Handle client inquiries, document meetings, and collaborate on complex scenarios
• Participate in events for client acquisition and community financial education

Requirements

• Onsite in Appleton, WI office required
• Bachelor’s degree or equivalent experience; military veterans encouraged
• Satisfactory background check, fingerprinting, and licensing (Life/Health/Annuity, SIE, Series 6/63/7/66 etc.)
• Strong computer aptitude (Microsoft Office, Salesforce) and multitasking ability
• Maintain confidentiality and integrity

Culture & Benefits

• Medical, dental, vision, disability, and accidental death insurance
• 401(k), pension, well-being programs, and professional growth support
• Gift-matching and volunteer programs for community impact
• Membership programs to engage with clients and communities