Senior Financial Advisor
6 days ago
As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a pivotal role in delivering tailored financial planning and investment management services to our esteemed clients. Your primary responsibility will be to manage client relationships, provide expert financial advice, and guide clients towards their financial objectives. To excel in this position, you will need to possess extensive experience in wealth management, a deep understanding of financial markets, and exceptional interpersonal skills.
Key Responsibilities
• Conduct thorough financial assessments to comprehend clients' goals, risk tolerance, and financial situation.
• Develop 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, including debt management, cash management, insurance coverage, and investments.
• Prepare financial plans, verify their accuracy, and implement financial plans.
• Regularly monitor and review clients' portfolios to ensure alignment with their financial goals and market conditions.
• Offer ongoing financial guidance and education to clients, addressing their questions and concerns with professionalism and expertise.
Requirements
• 5+ years of 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 a related field.
• Life and Health Insurance license.
• Series 7 and 66 (or 63 and 65) certification.
Benefits
• Health and dental insurance.
• 401k and 401k matching.
• Work-life balance.
• Ownership of book of business.
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.
-
Senior Financial Advisor
4 weeks ago
Munster, Indiana, United States AFIN Family Wealth Management Inc Full timeJob Title: Senior Financial AdvisorAFIN Family Wealth Management Inc is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients.Key Responsibilities:Conduct thorough financial...
-
Senior Financial Advisor
4 weeks ago
Munster, Indiana, United States AFIN Family Wealth Management Inc Full timeJob Title: Senior Financial AdvisorAFIN Family Wealth Management Inc is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients.Job Summary:The ideal candidate will possess extensive...
-
Senior Financial Advisor
4 weeks ago
Munster, Indiana, United States AFIN Family Wealth Management Full timeJob Title: Senior Financial AdvisorAFIN Family Wealth Management is a leading firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning accessible and understandable by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out...
-
Senior Financial Advisor
1 week ago
Munster, Indiana, United States AFIN Family Wealth Management Full timeJob DescriptionSenior Financial AdvisorAFIN Family Wealth Management is a firm that specializes 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...
-
Tax Advisor
2 weeks ago
Munster, Indiana, United States H&R Block Full timeJob Title: Tax Advisor - Block AdvisorsAt H&R Block, we're seeking a Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you'll play a key role in providing tax preparation, tax audit support, and tax planning services to our clients.Key Responsibilities:Build and maintain strong relationships with clientsProvide expert tax advice and...
-
Senior Financial Analyst
2 weeks ago
Munster, Indiana, United States Peoples Bank SB Full timeJob SummaryThe Senior Auditor is a key member of our Audit Department, responsible for performing testing and analysis to identify areas for improvement and provide recommendations for rectification. This role involves conducting process analysis, key control analysis, and walkthroughs to ensure the Bank and Holding Company are operating in accordance with...
-
Senior Auditor
5 days ago
Munster, Indiana, United States Peoples Bank SB Full timeJob SummaryThe Senior Auditor at Peoples Bank SB plays a crucial role in ensuring the bank's financial, operational, and compliance risks are properly assessed and mitigated. This position involves conducting thorough audits of high and moderate risk areas, including financial, operations, compliance, wealth management, and Sarbanes-Oxley audits. The Senior...
-
Senior Auditor
2 weeks ago
Munster, Indiana, United States Peoples Bank SB Full timeJob SummaryThe Senior Auditor is responsible for conducting high and moderate risk audits of the Bank and Holding Company, including financial, operations, compliance, wealth management, and Sarbanes-Oxley audits. This role involves process analysis, key control analysis, and walkthroughs to identify findings and provide recommendations for improvement. The...
-
Mortgage Advisor
2 weeks ago
Munster, Indiana, United States First Merchants Bank Full timeKey Responsibilities:As a Mortgage Consultant at First Merchants Bank, you will provide exceptional customer service to walk-in and referred customers. Your role will involve interviewing loan applicants to collect and analyze financial data, determining the merits of specific loan requests, and establishing and negotiating terms.What We Offer:A dynamic and...
-
Senior Structural Design Engineer
2 weeks ago
Munster, Indiana, United States PM Group Full timeJob Title: Senior Structural Design EngineerPM Group is a leading international engineering, architecture, project, and construction management firm with a network of offices in Europe, Asia, and the US. We deliver complex, capital projects in various sectors, including life sciences, food and beverages, mission critical/ICT, advanced manufacturing, energy,...
-
Senior Structural Design Engineer
1 month ago
Munster, Indiana, United States PM Group Full timeJob Title: Senior Structural Design EngineerPM Group is a leading international engineering, architecture, project, and construction management firm with a network of offices in Europe, Asia, and the US. We deliver complex, capital projects in various sectors, including life sciences, food and beverages, mission critical/ICT, advanced manufacturing, energy,...
-
Senior Structural Design Engineer
2 weeks ago
Munster, Indiana, United States PM Group Full timeJob Title: Senior Structural Design EngineerPM Group is a leading international engineering, architecture, project, and construction management firm with a network of offices in Europe, Asia, and the US. We deliver complex, capital projects in various sectors, including life sciences, food and beverages, mission critical/ICT, advanced manufacturing, energy,...
-
Accounting Supervisor
5 days ago
Munster, Indiana, United States Michael Page Full timeAccounting Supervisor Role SummaryMichael Page is partnering with a leading manufacturing company to identify an experienced Accounting Supervisor to join their growing team. This newly created role will be a key driver in improving efficiency and profitability of the business.Key Responsibilities:• Manage the company's financial transactions, including...
-
Accounting Supervisor
6 days ago
Munster, Indiana, United States Michael Page Full timeAbout the RoleWe are seeking a highly skilled Accounting Supervisor to join our team in a leading supplier in the manufacturing industry. As a key driver in improving efficiency and profitability, you will be responsible for managing the company's financial transactions, including accounts payable, accounts receivable, and general ledger.Key...
-
Accounting Supervisor
2 weeks ago
Munster, Indiana, United States Michael Page Full timeAccounting Supervisor OpportunityMichael Page is partnering with a leading manufacturing company to identify an Accounting Supervisor to join their growing team.This newly created role will be a key driver in improving efficiency and profitability of the business.Key Responsibilities:Manage the company's financial transactions, including accounts payable,...
-
Accounting Supervisor
2 weeks ago
Munster, Indiana, United States Michael Page Full timeSeeking a skilled Accounting Supervisor to join our team at Michael Page. In this role, you will be responsible for managing the company's financial transactions, including accounts payable, accounts receivable, and general ledger, ensuring accuracy and compliance with accounting principles and standards.Key responsibilities include:Preparing and analyzing...
-
Accounting Supervisor Role
6 days ago
Munster, Indiana, United States Michael Page Full timeAccounting Supervisor Job DescriptionAt Michael Page, we are seeking an experienced Accounting Supervisor to join our team. As an Accounting Supervisor, you will play a key role in improving efficiency and profitability of the business by supporting the accounting and reporting functions. This role will be integral to performing the monthly, quarterly, and...
-
Accounting Supervisor
6 days ago
Munster, Indiana, United States Michael Page Full timeAccounting Supervisor Role OverviewThis is a newly created position within a leading manufacturing company, where you will play a key role in improving efficiency and profitability. As an Accounting Supervisor, you will be responsible for managing the company's financial transactions, including accounts payable, accounts receivable, and general ledger,...
-
Accounting Supervisor
2 weeks ago
Munster, Indiana, United States Michael Page Full timeAbout Our ClientMichael Page is partnering with the CFO of a billion-dollar manufacturing company near Munster, Indiana.The company's business unit is a leading supplier in their niche and is actively searching for an Accounting Supervisor to join their growing team.Job DescriptionAccounting Supervisor Responsibilities:Manage the company's financial...
-
Accounting Supervisor
2 weeks ago
Munster, Indiana, United States Michael Page Full timeAccounting Supervisor RoleWe are seeking an experienced Accounting Supervisor to join our team at Michael Page. As an Accounting Supervisor, you will play a key role in improving the efficiency and profitability of our business.Key Responsibilities:Manage the company's financial transactions, including accounts payable, accounts receivable, and general...