Senior Financial Advisor
4 weeks ago
Senior Financial Advisor
At AFIN Family Wealth Management, we're dedicated to making financial planning accessible and understandable for individuals and businesses. Our goal is to provide personalized, hands-on service that educates clients about financial concepts and products, taking the mystery out of investing, insurance, estate conservation, and preserving wealth.
Job Summary
As a Senior Financial Advisor at AFIN Family Wealth Management, you'll play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. You'll 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.
Key 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
- 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.
What We Offer
At AFIN Family Wealth Management, we're committed to providing a supportive and inclusive work environment that fosters growth and development. We offer a range of benefits, including health and dental insurance, 401k and 401k matching, work-life balance, and ownership of book of business. We're proud to be an Equal Employment Opportunity and Affirmative Action employer, and we're dedicated to making a positive impact in our community.
How to Apply
If you're a motivated and experienced financial professional looking for a new challenge, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience. We look forward to hearing from you
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