Senior Financial Advisor - $50M AUM Book Ownership

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 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