Senior Financial Advisor

6 days ago


Munster, Indiana, United States AFIN Family Wealth Management Inc Full time
Job Summary

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.

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