Client Service Assistant

About Apex Wealth Management, LLC

Apex Wealth Management, LLC is a comprehensive wealth management and financial advisory firm based in Orlando, Florida. As a hybrid practice, we offer clients the best of both advisory and brokerage solutions, delivering personalized financial strategies with integrity, professionalism, and care.

We’re looking for an experienced Client Service Assistant to join our on-site team. This role is ideal for a proactive professional who enjoys building client relationships, supporting advisors, and delivering high-quality service in a collaborative environment.

• Serve as a key point of contact for clients and ensure a positive, seamless experience.
• Support advisors with client onboarding, account maintenance, and financial plan execution.
• Prepare for and follow up on client meetings with reports, documentation, and next steps.
• Execute trades and transactions in compliance with firm and regulatory standards.
• Maintain accurate client data across CRM and custodian systems.
• Contribute to the overall success of the firm through teamwork and a client-first mindset.

• Minimum 3 years of experience in financial services, preferably in a wealth management or hybrid firm.
• Licensing:
  Active FINRA Series 7 preferred.
• Strong understanding of investments, retirement plans, and financial planning concepts.
• Excellent communication, organization, and problem-solving skills.
• Tech-savvy with CRM and financial platforms; proficient in Microsoft Office.

• Competitive salary commensurate with experience
• Opportunities for professional development and career growth
• A collaborative, team-oriented culture with a client-first focus

Submit your resume and a brief cover letter to