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. #J-18808-Ljbffr
Senior Financial Advisor • Northfield, IL, United States
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien... Show more
Senior Financial Advisor - Remote/Hybrid.Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform... Show more
Registered Financial Advisor - Chicago.We're scaling rapidly and have a growing pipeline of opportunities that demand exceptional talent across disciplines.Our mission is to bring on individuals, f... Show more
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative f... Show more
Application Deadline: 05/28/2026Address: 333 Park AvenueJob Family Group: Retail Banking Sales & ServiceThis position requires SIE, Series 6, 63, Life and Health licensesAs a Senior Premier Rel... Show more
Mesirow is an independent, employee-owned financial services firm founded in 1937.Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Pri... Show more
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations.We pride ... Show more
Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part... Show more
Senior Manager, Financial Advisory.Arup's purpose, shared values, and collaborative approach has set us apart for over 80 years, guiding how we shape a better world.We are looking for a Senior Mana... Show more
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a var... Show more
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ... Show more
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ... Show more
Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, a... Show more
Our we-care culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success.You can count on us to support your career journey and help you achiev... Show more
Endowment And Foundations Advisor.Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundat... Show more
Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more
The following are the duties of this position at the full working level.If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to le... Show more
Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w... Show more
Senior Manager, Transaction Advisory Service.We are currently searching for a Senior Manager to join our Transaction Advisory Service team within our Financial Advisory Services consulting team.Thi... Show more
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people feel supporte... Show more
