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Apollo Strategic Advisors

Financial Advisor

Apollo Strategic Advisors, Castle Rock, Colorado, United States, 80104

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Email: Office@ApolloASA.com

Role Description This is a full‑time, on‑site role for a Registered Financial Advisor located in Las Vegas, NV or Castle Rock, CO and surrounding areas. The Registered Financial Advisor will provide comprehensive financial planning services, advising clients on investments, retirement planning and wealth management strategies. Daily tasks include conducting financial analyses, developing personalized financial plans, monitoring investment portfolios and maintaining client relationships. The role involves both client‑facing interactions and collaboration with internal teams to deliver tailored financial solutions. Marketing and prospecting are required daily. Attend weekly training sessions. Proactively build your own financial advisor practice.

Advantages

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 and manage your own business

Hands‑on detailed training with industry professionals to improve an existing business or start a career from scratch

Implement a detailed business management and financial planning process

Large range of investment, insurance and product options

Qualified monthly leads provided

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

Qualifications (New Financial Advisor)

Self‑starter/entrepreneurial mindset

Professional at all times, internally and externally

Analytical and problem‑solving abilities

Effective communication and interpersonal skills

Ability to work independently and collaboratively within a team

Qualifications (Experienced Financial Advisor)

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® are a plus

All qualifications listed above

Company Description

Apollo Strategic Advisors prioritizes responsibility to clients, offering tailored financial services and investment management solutions to achieve unique financial goals. Our services include portfolio management, retirement strategies, tax planning, risk management, insurance strategies, estate strategies, high‑net‑worth strategies and business ownership guidance. Our team of industry professionals brings decades of combined experience, catering to clients from all walks of life, whether early investors or seasoned wealth builders. We are committed to understanding clients’ needs, wants and long‑term goals, developing financial strategies designed to increase probability of achieving individual situations along with choice and control.

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