Elevate Your Career, Empower Your Future
At Apogee Wealth Management, we don’t just build financial strategies — we cultivate excellence, empower individuality, and deliver uncompromising service to the families who trust us.
Our culture is rooted in values that challenge the ordinary and inspire greatness:
isn’t imposed from the top—it’s a shared commitment across every level of our team. We hold ourselves and each other to the highest standards, driven by our values and unified by our mission.
define our pursuit of excellence. We don’t settle for “good enough.” Instead, we strive to redefine what’s possible, consistently raising the bar for our clients and each other.
means we proactively address challenges while optimizing our processes to minimize unnecessary stress. We thrive in an environment built for focus, precision, and timely execution.
keeps us laser-focused on what matters most—our core value proposition and the families we serve. We minimize distractions and stay true to our bullseye.
celebrates individuality and teamwork. We embrace each team member’s unique goals and ensure collective success. When one of us wins, we all win.
is our commitment to thoroughness and integrity. There are no shortcuts in our work or in our service to clients—only complete dedication to delivering exceptional outcomes.
At Apogee, we don’t just offer jobs.
We provide careers built on collaboration, growth, and purpose. When you join our team, you become part of a community where your contributions are valued, your development is prioritized, and your impact is meaningful. Here, you’ll find:
A CULTURE OF EXCELLENCE
Work alongside high-performing individuals who share your passion for quality and innovation.
EMPOWERMENT AND SUPPORT
Define what success means for you, and let us help you achieve it.
A MISSION THAT MATTERS
Make a difference in the lives of families, helping them achieve financial security and enduring legacies.
Current Opportunities
If you’re ready to aim higher, work smarter, and grow further, join us at Apogee Wealth Management. Together, we’ll redefine success and deliver excellence. Contact us and share your resume.
Receptionist/Operations Assistant
At Apogee Wealth Management, we don’t just build financial strategies—we cultivate excellence, empower individuality, and deliver uncompromising service to the families who trust us.
Our culture is rooted in values that challenge the ordinary and inspire greatness:
Accountability isn’t imposed from the top—it’s a shared commitment across every level of our team. We hold ourselves and each other to the highest standards, driven by our values and unified by our mission.
- Accountability isn’t imposed from the top—it’s a shared commitment across every level of our team. We hold ourselves and each other to the highest standards, driven by our values and unified by our mission.
- Limitless Standards define our pursuit of excellence. We don’t settle for “good enough.” Instead, we strive to redefine what’s possible, always raising the bar for our clients and each other.
- Urgency with Preparedness means we proactively address challenges while optimizing our processes to minimize unnecessary stress. We thrive in an environment built for focus, precision, and timely execution.
- Aim Small, Miss Small keeps us laser-focused on what matters most—our core value proposition and the families we serve. We minimize distractions and stay true to our bullseye.
- Everyone Wins celebrates individuality and teamwork. We embrace each team member’s unique goals and ensure collective success. When one of us wins, we all win.
- Going All the Way is our commitment to thoroughness and integrity. There are no shortcuts in our work or in our service to clients—only complete dedication to delivering exceptional outcomes.
At Apogee, we don’t just offer jobs; we provide careers built on collaboration, growth, and purpose. When you join our team, you become part of a community where your contributions are valued, your development is prioritized, and your impact is meaningful.
Here, you’ll find:
- A Culture of Excellence: Work alongside high-performing individuals who share your passion for quality and innovation.
- Empowerment and Support: Define what success means for you, and let us help you achieve it.
- A Mission that Matters: Make a difference in the lives of families, helping them achieve financial security and enduring legacies.
If you’re ready to aim higher, work smarter, and grow further, join us at Apogee Wealth Management. Together, we’ll redefine success and deliver excellence.
Role Description
As a Financial Services Administrator at Apogee Wealth Management, you will be responsible for several day-to-day tasks, such as compiling and organizing financial data, preparing reports and documents for meetings, and managing client files and data records. This role is focused on managing the clients’ experience when they visit our office, along with administrative support for the firm.
This full-time, on-site role will be located in Northville, MI.
Duties
- Greet and serve clients when visiting the office
- Manage conference room calendars and availability
- Maintain client and prospect files in our G-Drive and CRM(Wealthbox)
- Assist with technology, licensing, and compliance recordkeeping for the firm.
- Maintain office supplies and equipment
- Assist with organizing client and marketing events
Qualifications
- 1-3 years of experience in financial services administration or a related field
- Excellent organizational and time-management skills
- Strong attention to detail and accuracy
- A warm, welcoming, and professional demeanor with strong rapport-building skills
- A passion for excellence
- Conscientious and detailed
- Take directions well with a commitment to understanding the direction given
- Proficiency in Microsoft Office suite and Google Drive/docs.
- Excellent verbal and written communication skills
Starting compensation – $35-50k/yr
Wealth Management Advisor
At Apogee Wealth Management, we don’t just build financial strategies—we cultivate excellence, empower individuality, and deliver uncompromising service to the families who trust us.
Our culture is rooted in values that challenge the ordinary and inspire greatness:
Accountability isn’t imposed from the top—it’s a shared commitment across every level of our team. We hold ourselves and each other to the highest standards, driven by our values and unified by our mission.
- Accountability isn’t imposed from the top—it’s a shared commitment across every level of our team. We hold ourselves and each other to the highest standards, driven by our values and unified by our mission.
- Limitless Standards define our pursuit of excellence. We don’t settle for “good enough.” Instead, we strive to redefine what’s possible, always raising the bar for our clients and each other.
- Urgency with Preparedness means we proactively address challenges while optimizing our processes to minimize unnecessary stress. We thrive in an environment built for focus, precision, and timely execution.
- Aim Small, Miss Small keeps us laser-focused on what matters most—our core value proposition and the families we serve. We minimize distractions and stay true to our bullseye.
- Everyone Wins celebrates individuality and teamwork. We embrace each team member’s unique goals and ensure collective success. When one of us wins, we all win.
- Going All the Way is our commitment to thoroughness and integrity. There are no shortcuts in our work or in our service to clients—only complete dedication to delivering exceptional outcomes.
At Apogee, we don’t just offer jobs; we provide careers built on collaboration, growth, and purpose. When you join our team, you become part of a community where your contributions are valued, your development is prioritized, and your impact is meaningful.
Here, you’ll find:
- A Culture of Excellence: Work alongside high-performing individuals who share your passion for quality and innovation.
- Empowerment and Support: Define what success means for you, and let us help you achieve it.
- A Mission that Matters: Make a difference in the lives of families, helping them achieve financial security and enduring legacies.
If you’re ready to aim higher, work smarter, and grow further, join us at Apogee Wealth Management. Together, we’ll redefine success and deliver excellence.
Role Description
As a Wealth Management Advisor, you will play a vital role in providing tailored financial guidance to mass affluent and high-net-worth clients. This role is a comprehensive advisory position where a knowledge of the financial planning process, tools, and tactics is necessary. You’ll serve as a trusted partner, offering comprehensive wealth strategies that align with the client’s unique goals while upholding our values of excellence, integrity, and accountability. Enjoy a rewarding compensation grid of up to 42% with available equity in your book of business.
You will work collaboratively with a dynamic team that supports your growth and empowers you to deliver the highest standard of service.
Duties
- Client Relationship Management: Build and maintain long-term relationships with clients, understanding their financial goals, challenges, and priorities.
- Financial Planning: Develop, implement, and monitor customized financial plans, including retirement planning, estate planning, investment strategies, tax optimization, and risk management.
- Portfolio Design & Management: Provide clients with strategic investment advice, aligning portfolios with their goals and risk tolerance.
- Client Education: Educate clients on financial options and decisions, helping them confidently navigate complex wealth management solutions.
- Business Development: Identify and attract new clients through referrals, networking, and Apogee Wealth Management’s marketing initiatives.
- Team Collaboration: Partner with other advisors, financial planners, and support staff to deliver seamless and comprehensive service.
- Accountability: Uphold Apogee’s values, ensuring the highest standards of professionalism, ethical conduct, and client satisfaction.
Qualifications
- Education: Bachelor’s degree in finance, economics, business, or a related field. Additional credentials or certification preferred.
- Experience: 3+ years of experience in wealth management, financial advising, or a related role. Experience working with retirees or pre-retirees is a plus.
- Skills:
– Exceptional interpersonal and communication skills
– Strong analytical and problem-solving abilities
– Proficiency in financial planning software and tools
– Ability to work independently and as part of a collaborative team
Licenses: Series 65 or 66; Life and Health insurance licenses
Compensation Structure
Commission grid from 30%-42%
Annual Sales Bonus
Earn Equity in your Book of Business!