Senior Financial Advisor with $50M AUM

AFIN Family Wealth Management Inc.; Orland Park (IL); On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

Turnkey Operations Admin Support

Junior Advisor Integration

Open Architecture Platform

Succession Security

Professional Office Space

Book Ownership

Job summary

AFIN Family Wealth Management Inc. is seeking aSenior Financial Advisor to lead the development and execution of tailored financial plans for high-net-worth and key business clients.

You will deliver investment guidance, retirement and tax planning, and sophisticated estate strategies while maintaining exceptional client service. You will collaborate with a skilled team, mentor junior advisors, and leverage our open architecture platform to provide unbiased, client-centered solutions across our

Qualifications

• Must have an active portable book of business including minimum of $50 Million in AUM and/or $500,000 in gross annual revenue.
• Bachelor's degree in finance, economics, business, or related field; CFP or CFA preferred.
• Minimum of 5 years of experience as a financial advisor or similar role in financial services.
• 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 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 clients' best interests.

Responsibilities

• Develop and implement comprehensive financial plans tailored to individual and business clients.
• 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 adjust strategies as needed.
• Collaborate with internal teams and external partners to deliver holistic financial solutions.
• Stay informed of market trends, regulatory changes, and new financial products to provide current guidance.
• Mentor junior advisors and contribute to improving advisory processes.

Skills

Client relationships

Financial planning

Investment strategy

Estate planning

Tax planning

Communication skills

Ethical standards

Education

Bachelor's degree in finance / related field

CFP or CFA preferred

Job description

AFIN Family Wealth Management Inc. is seeking aSenior Financial Advisor to lead the development and execution of tailored financial plans for high-net-worth and key business clients.

You will deliver investment guidance, retirement and tax planning, and sophisticated estate strategies while maintaining exceptional client service. You will collaborate with a skilled team, mentor junior advisors, and leverage our open architecture platform to provide unbiased, client-centered solutions across our