Senior Financial Advisor

AFIN Family Wealth Management Inc.; Oakbrook (SC); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health and dental insurance

401k and 401k matching

Work-life balance

Ownership of book of business

Job summary

AFIN Family Wealth Management is seeking a Senior Financial Advisor to deliver comprehensive financial planning and investment management for our clients. You will manage client relationships, tailor advice, and guide clients toward their financial goals with integrity and expertise.

The ideal candidate has 5+ years in wealth management, an active Series 7/66 (or 63/65), and a Life and Health Insurance license, with a Bachelor’s in a related field.

Qualifications

• 5+ years of 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).

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.
• Executes trades, as required.
• Stay up-to date with new industry trends and research market insights.
• Adhere to regulatory compliance standards and ethical practices in all client interactions and business activities.

Skills

Communication

Interpersonal skills

Financial planning software

Portfolio management

Microsoft Office

Education

Bachelor's degree in Finance/Economics/Business

Life and Health Insurance license

Series 7 & 66 (or 63 & 65)

Job description

Senior Financial Advisor

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 towards 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 implementfinancial 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.
• Executes 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

Disclaimer
AFIN Family Wealth Management is proud to be an Equal Employment Opportunity and Affimantive 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.
Schedule: Full-time
Travel: Local

1220 Kensington Rd, Ste 220
Oakbrook, IL 60523