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Financial Planning Expert

2 months ago

Oak Brook, Illinois, United States AFIN Family Wealth Management Full time
About the Role

We are seeking a highly skilled Senior Financial Advisor to join our team at AFIN Family Wealth Management. 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
  • Manage client relationships and provide tailored financial advice to help clients achieve their financial goals.
  • Develop and implement customized financial plans that cater to the unique needs of each client.
  • Monitor and review clients' portfolios regularly to ensure they are aligned with their financial objectives.
  • Provide ongoing financial guidance and education to clients to help them make informed decisions about their financial futures.
Requirements
  • 5+ years of successful experience in financial services sales, with a strong understanding of financial markets and exceptional interpersonal skills.
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Life and Health Insurance license, as well as Series 7 and 66 (or 63 and 65) licenses.
Preferred Qualifications
  • Proficiency in financial planning software and portfolio management tools.
  • Excellent customer service, communications, and organizational skills.
  • Ability to work on multiple projects simultaneously and prioritize tasks effectively.
What We Offer
  • Competitive compensation and benefits package, including health and dental insurance, 401k and 401k matching, and work-life balance.
  • Opportunity to own a book of business and build a loyal client base.
About AFIN Family Wealth Management

We are an Equal Employment Opportunity and Affirmative Action employer, committed to providing a diverse and inclusive work environment. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, or other applicable legally protected characteristics.