Senior Financial Advisor

AFIN Family Wealth Management; Northfield (IL); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading financial services firm is seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management services. The ideal candidate will have extensive wealth management experience and a strong understanding of financial markets. Responsibilities include managing client relationships, delivering tailored advice, and guiding clients toward their financial goals. This role offers a chance to work in a dynamic environment with a focus on personalized service and client education.

Benefits

Health and dental insurance

401k and matching contributions

Work-life balance

Ownership of book of business

Qualifications

• 5+ years in financial services sales with $300,000 GDC.
• Life and Health Insurance license required.
• Series 7 and 66 (or 63 and 65) needed.

Responsibilities

• Conduct financial assessments to understand clients' goals.
• Create customized financial plans covering various aspects.
• Monitor and review client portfolios regularly.

Skills

Customer Service

Communication

Organizational Skills

Interpersonal Skills

Financial Market Knowledge

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business Administration

Tools

Financial Planning Software

Portfolio Management Tools

Microsoft Office Suite

Job description

Senior Financial Advisor

AFIN Family Wealth Management specializes in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible through personalized, hands-on service. We educate clients about financial concepts and products, demystifying investing, insurance, estate conservation, and wealth preservation.

Job Summary

As a Senior Financial Advisor, you will deliver comprehensive financial planning and investment management services. Your responsibilities include managing client relationships, providing tailored advice, and guiding clients towards their financial goals. The ideal candidate has extensive wealth management experience, a strong understanding of financial markets, and excellent interpersonal skills.

Required Experience and Education

• 5+ years 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 related field
• Life and Health Insurance license
• Series 7 and 66 (or 63 and 65)

Required Knowledge, Skills, & Abilities

• Proficiency in financial planning software, portfolio management tools, and Microsoft Office Suite
• Excellent customer service, communication, and organizational skills
• Ability to manage multiple projects simultaneously
• Ability to work independently and collaboratively
• Positive attitude, high energy, professional demeanor
• Good judgment in recognizing urgency and setting priorities
• Ability to pass criminal and credit background checks
• Quickly understand new concepts and learn new technology
• In-depth knowledge of financial markets, investment products, and wealth management strategies
• Commitment to goal-based planning and advice
• Excellent interpersonal skills to build rapport with clients

Job Duties and Responsibilities

• Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situation
• Create customized financial plans covering investments, retirement, taxes, estate planning, and risk management
• Provide strategic advice on financial products and services, including debt, cash management, insurance, and investments
• Prepare and verify financial plans, then implement them
• Regularly monitor and review client portfolios for alignment with goals and market conditions
• Offer ongoing guidance and education, addressing client questions professionally
• Execute trades as required
• Stay updated on industry trends and research market developments
• Maintain regulatory compliance and ethical standards in all interactions

Benefits

• Health and dental insurance
• 401k and matching contributions
• Work-life balance
• Ownership of book of business

AFIN Family Wealth Management is an Equal Employment Opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, veteran status, disability, or other protected characteristics.

Schedule: Full-time

Travel: Local

Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisor services through Cetera Investment Advisers LLC. Cetera entities are independently owned.

1220 Kensington Rd, Ste 220
Oakbrook, IL 60523