FINANCIAL ADVISOR TRAINEE
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:
The financial advisor in this entry level advisory role is responsible for managing existing and new client relationships and assisting in formulating and implementing financial plans. They are also responsible for supporting the new business development efforts of senior advisor, and for developing their own new business development network. The role of financial advisors is to help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests.
MINIMUM EDUCATION:
REQUIRED KNOWLEDGE, SKILLS, & ABILITIES:
JOB DUTIES AND RESPONSIBILITIES:
BENEFITS
DISCLAIMER
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.
JOB Financial Advisor Trainee
SCHEDULE Full-time
TRAVEL Local
Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 1220 Kensington Rd Ste 220, Oakbrook, IL 60523