Senior Financial Advisor

2 weeks ago

Winnetka, United States AFIN Family Wealth Management Full time
Senior Financial Advisor

AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Job Summary

As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. You will be responsible for managing client relationships, providing tailored financial advice, and guiding clients towards their financial goals. The ideal candidate will possess extensive experience in wealth management, a strong understanding of financial markets, and exceptional interpersonal skills.

Required Experience and Education:
  • 5+ years successful financial services sales experience, with a verifiable commission history of at least $300,000 GDC and/or $30 million or more in expected AUM
  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • Life and Health Insurance license
  • Series 7 and 66 (or 63 and 65)

Required Knowledge, Skills, & Abilities:
  • Proficiency in financial planning software, portfolio management tools, and Microsoft Office Suite.
  • Excellent customer service, communications, and organizational skills
  • The ability to work on multiple projects simultaneously
  • Work independently as well as collaboratively within a team environment.
  • Positive attitude, high energy, and professional demeanor
  • Ability to exercise good judgment by recognizing urgency and setting priorities
  • Must pass criminal and credit background checks
  • Ability to quickly understand new concepts and learn new technology and systems
  • In-depth knowledge of financial markets, investment products, and wealth management strategies.
  • Demonstrated ability and commitment to goal-based planning and advice
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
Job Duties and Responsibilities
  • Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situation.
  • Create customized financial plans encompassing investment strategies, retirement planning, tax optimization, estate planning, and risk management.
  • Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
  • Prepare financial plans, check their accuracy and implement financial plans
  • Monitor and review clients' portfolios regularly to ensure alignment with their financial goals and market conditions
  • Provide ongoing financial guidance and education to clients, addressing their questions and concerns with professionalism and expertise.
  • Executes trades, as required
  • Stay up-to date with new industry trends and research market
  • Adhere to regulatory compliance standards and ethical practices in all client interactions and business activities
Benefits
  • Health and dental insurance
  • 401k and 401k matching
  • Work-life balance
  • Ownership of book of business


Disclaimer
AFIN Family Wealth Management is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Schedule: Full-time
Travel: Local
Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisor Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
1220 Kensington Rd, Ste 220
Oakbrook, IL 60523

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