Senior Wealth Advisor | Portable Equity & Open Architecture

AFIN Family Wealth Management Inc.; Northfield Township (IL); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Competitive Compensation & Bonuses

100% Practice Portability

Comprehensive Healthcare Coverage

401(k) Retirement Plan with Firm Match

Administrative & Work-Life Leverage

Job summary

AFIN Family Wealth Management Inc. in Illinois is seeking a Senior Financial Advisor to design and implement comprehensive financial plans for individuals and businesses.

You will work with clients to tailor investment strategies, retirement, tax, and estate planning, while mentoring junior advisors and collaborating with a professional team. This role offers access to a high-end office network across Oak Brook, Northfield, Orland Park, and Munster, with a client-centric culture and strong

Qualifications

• Bachelor’s degree in finance, economics, business, or a related field.
• Minimum of 5 years of experience as a financial advisor or similar role in financial services.
• CFP or CFA certification preferred.
• Excellent communication and interpersonal skills.
• Strong knowledge of investment products, tax laws, and estate planning techniques.

Responsibilities

• Develop and implement comprehensive financial plans tailored to 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.
• 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.
• Proven ability to develop and maintain client relationships and grow a client base.

Skills

Client relationship management

Investment planning

Financial planning

Regulatory compliance

Communication

Education

Bachelor’s degree in finance, economics, business, or a related field

CFP or CFA certification preferred

Job description

AFIN Family Wealth Management Inc. in Illinois is seeking a Senior Financial Advisor to design and implement comprehensive financial plans for individuals and businesses.

You will work with clients to tailor investment strategies, retirement, tax, and estate planning, while mentoring junior advisors and collaborating with a professional team. This role offers access to a high-end office network across Oak Brook, Northfield, Orland Park, and Munster, with a client-centric culture and strong