Senior Financial Advisor

AFIN Family Wealth Management Inc.; Munster (IN); On-site; USD 450,000 - 550,000; Full time

Benefits offered by this job

Competitive compensation

Practice portability

Healthcare coverage

401(k) match

Administrative support

Job summary

AFIN Family Wealth Management Inc. is seeking a highly skilled Senior Financial Advisor to join our team in delivering comprehensive, client-centered financial strategies.

You will work with individuals and businesses to develop and implement customized plans, monitor progress, and provide ongoing advice with an emphasis on integrity and professional service. You will collaborate with internal specialists to provide holistic solutions, stay current on market trends, and mentor junior advisors

Qualifications

• Active portable book of business: minimum of $50M in AUM and/or $500,000 in gross annual revenue (GDC or advisory fees).
• Bachelor’s degree in finance, economics, business, or related field; advanced certifications such as CFP or CFA preferred.
• Minimum of 5 years of experience as a financial advisor or similar role within the financial services industry.
• Strong knowledge of investment products, financial planning principles, tax laws, and estate planning techniques.
• Exceptional communication and interpersonal skills with the ability to explain complex financial concepts clearly.

Responsibilities

• Develop and implement comprehensive financial plans tailored to individual and business client needs.
• Provide expert advice on investments, retirement planning, tax strategies, estate planning, and risk management.
• Build and maintain strong, long-lasting client relationships based on trust and exceptional service.
• Conduct regular financial reviews to assess client portfolios and recommend adjustments as necessary.
• Collaborate with internal teams and external partners to deliver holistic financial solutions.
• Stay informed of market trends, regulatory changes, and new financial products to ensure clients receive current advice.
• Mentor junior advisors and contribute to the continuous improvement of the firm’s advisory processes.

Skills

Client relationship development

Financial planning

Investment knowledge

Tax planning

Estate planning

Regulatory knowledge

Mentoring juniors

Education

Bachelor's degree in finance/economics/business

CFP or CFA preferred

Job description

AFIN Family Wealth Management Inc. is a premier firm specializing in holistic financial planning for individuals and businesses. We pride ourselves on making financial planning both understandable and accessible by offering personalized, hands-on service tailored to the unique needs of each client. We are currently seeking a highly skilled and experienced Senior Financial Advisor to join our dynamic team. The successful candidate will play a critical role in delivering comprehensive financial strategies that help our clients achieve their financial goals. This position requires a deep understanding of financial products, excellent interpersonal skills, and a commitment to providing exceptional client service. As a Senior Financial Advisor at AFIN Family Wealth Management, you will work closely with clients to develop and implement customized financial plans, monitor their progress, and provide ongoing advice and support. You will also collaborate with a team of dedicated professionals who share your passion for empowering clients through informed financial decision-making. Join us to be part of a firm that values integrity, professionalism, and a client-centered approach, and contribute meaningfully to the financial well-being of our diverse clientele in an innovative and supportive environment.

Responsibilities

• Develop and implement comprehensive financial plans tailored to individual and business client needs.
• Provide expert advice on investments, retirement planning, tax strategies, estate planning, and risk management.
• Build and maintain strong, long-lasting client relationships based on trust and exceptional service.
• Conduct regular financial reviews to assess client portfolios and recommend adjustments as necessary.
• Collaborate with internal teams and external partners to deliver holistic financial solutions.
• Stay informed of market trends, regulatory changes, and new financial products to ensure clients receive current advice.
• Mentor junior advisors and contribute to the continuous improvement of the firm’s advisory processes.

• Established Portable Book of Business: Must possess an active, portable book of business generating a minimum of $50 Million in AUM and/or $500,000 in gross annual revenue (GDC or advisory fees).
• Bachelor’s degree in finance, economics, business, or a related field; advanced certifications such as CFP or CFA preferred.
• Minimum of 5 years of experience as a financial advisor or similar role within the financial services industry.
• Strong knowledge of investment products, financial planning principles, tax laws, and estate planning techniques.
• Exceptional communication and interpersonal skills with the ability to explain complex financial concepts clearly.
• Proven ability to develop and maintain client relationships and grow a client base.
• Demonstrated analytical and problem-solving skills with keen attention to detail.
• High ethical standards and commitment to acting in the best interests of clients at all times.

The AFIN Advantage

• Turnkey Operations & Administrative Support: Focus on client relationships and transition management while our experienced backend team handles onboarding, billing, and administrative execution.
• Junior Advisor Integration: Leverage our associate advisors to handle day-to-day planning, prep work, and routine client servicing to free up your growth capacity.
• Open Architecture Platform: Unbiased investment options giving you complete flexibility to act in your clients' best interests and ease transition hurdles.
• Succession Security: Built-in continuity planning and succession models to protect your clients and secure the long-term equity value of your practice.
• Professional Office Space: Access to high-end, client-ready physical locations across Oak Brook, Northfield, Orland Park, and Munster.
• Book Ownership: Full ownership and portable equity in the business you build and bring.

Institutional Support & Platform Ecosystem

We arm our senior advisors with best-in-class platform support, allowing you to deliver institutional-caliber solutions without operational or administrative headaches:

• Full RIA Infrastructure: Complete compliance oversight, back-office administration, and institutional trading tools—enabling a pure fee-based advisory focus
• Advanced Brokerage & Annuity Solutions: Platform access to Variable Annuities (VAs), fixed/indexed annuities, and customized risk-mitigation solutions for high-net-worth clients.
• Turnkey Life Insurance & Estate Planning: Institutional life insurance distribution, advanced underwriting support, and comprehensive wealth protection tools.
• Property & Casualty Brokerage Network: Dedicated partner networks to solve complex personal and commercial risk management needs for your clients.

Benefits & Compensation Structure

• Competitive Compensation & Payouts: Competitive payout structure with performance-based bonuses aligned with production and practice growth.
• 100% Practice Portability: Retain full ownership and equity in your self-generated client relationships.
• Comprehensive Healthcare Coverage: Premium health and dental plans to support you and your dependents.
• 401(k) Retirement Plan with Firm Match: High-impact retirement savings plan with generous company matching contributions to support your personal wealth goals.
• Administrative & Work-Life Leverage: Scalable operational support and dedicated office infrastructure across all four primary location footprints (Oak Brook, Northfield, Orland Park, and Munster).