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Senior Financial Consultant

2 months ago

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

Senior Financial Advisor

AFIN Family Wealth Management is a leading financial services 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.

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.
  • Execute 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.