Senior Financial Advisor

AFIN Family Wealth Management•Northfield, MN

11d

About The Position

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.

Requirements

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)
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.

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
Adhere to regulatory compliance standards and ethical practices in all client interactions and business activities