Senior Financial Advisor

K&B Communications; Northfield Township (IL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health and dental insurance

401(k) and matching

Work-life balance

Ownership of book of business

Job summary

K&B Communications is seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management services. This role involves managing client relationships, delivering tailored advice, and guiding clients toward their financial goals. The ideal candidate will have extensive experience in wealth management and a strong understanding of financial markets.

Responsibilities include conducting financial assessments, creating customized financial plans, and providing ongoing guidance to clients. A Bachelor's degree and several licenses are required, along with excellent communication skills.

Qualifications

• 5+ years successful financial services sales experience.
• Verifiable commission history of at least $300,000 GDC.
• Ability to pass criminal and credit background checks.

Responsibilities

• Conduct thorough financial assessments to understand clients' goals.
• Create customized financial plans encompassing various strategies.
• Provide ongoing financial guidance and address client inquiries.

Skills

Financial planning software proficiency

Excellent customer service

Communication skills

Organizational skills

Knowledge of financial markets

Education

Bachelor's degree in Finance, Economics, or related field

Life and Health Insurance license

Series 7 and 66 or 63 and 65

Tools

Microsoft Office Suite

Job description

Overview

AFIN Family Wealth Management is a 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 toward their financial goals. The ideal candidate will possess extensive experience in wealth management, a strong understanding of financial markets, and exceptional 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, communications, and organizational skills
• The ability to work on multiple projects simultaneously
• Work independently as well as collaboratively within a team environment
• Positive attitude, high energy, and professional demeanor
• Ability to exercise good judgment by recognizing urgency and setting priorities
• Must pass criminal and credit background checks
• Ability to quickly understand new concepts and learn new technology and systems
• In-depth knowledge of financial markets, investment products, and wealth management strategies
• Demonstrated ability and commitment to goal‑based planning and advice
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients

Job Duties and 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 markets
• Adhere to regulatory compliance standards and ethical practices in all client interactions and business activities

Benefits

• Health and dental insurance
• 401(k) and 401(k) 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.