Senior Financial Advisor

As a Senior Financial Advisor at AFIN Family Wealth Management, you will deliver comprehensive financial planning and investment management services to clients, managing relationships, providing tailored financial advice, and guiding clients towards their financial goals.

Requirements

• 5+ years successful financial services sales experience
• 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

Benefits

• Health and dental insurance
• 401k and 401k matching
• Work-life balance
• Ownership of book of business