Financial Planner Entry Level
Apex Financial Advisors, Inc. is an established financial advisory firm serving High Net Worth Families across the country from our offices in Yardley, PA. Through our proprietary planning process we facilitate our clients tax planning, estate preservation, asset management, real estate investments and privately held business consulting.
This is a unique opportunity unlike most in the financial services industry.
The firm is completely independent; there is no broker dealer affiliation and as fiduciaries, our loyalty belongs exclusively to our clients.
Apex has its own commercial real estate division (AFA Real Estate Partners LLC)
You will be a member of a collaborative and supportive team of high-performing colleagues all working toward common goals.
Focus is on comprehensive tax advice, financial planning and investment management.
The right candidate will learn on the job but must be a highly intelligent self-starter with a strong work ethic.
Base salary commensurate with experience plus incentive bonus plan.
Client relationship management and development, including ongoing and regular client contact and communications in all mediums.
Planning updates, portfolio reviews, and thought leadership in all facets of wealth planning (portfolio management, tax planning, estate planning, real estate management and acquisition, insurance planning, retirement planning, education planning, etc.).
Desire to work in a suburban environment and contribute to the success of a fast-growing company.