What are the responsibilities and job description for the Financial Advisor position at AFE Private Wealth?
Are you ready to take your career to the next level? At AFE Private Wealth, we’re not just growing; we’re scaling at 10x speed. And we need you to be part of this exciting experience - our people and our clients are what make us great.
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Who We Are:
At AFE Private Wealth, we believe the journey ahead should be one of unparalleled financial empowerment. That begins with our team. We work with a very select client base - medical specialists like cardiologists, neuro surgeons and oral surgeons. High growth business owners who, like us, have no stop in them. High income executives and professionals at the pinnacle of their professions. Our clients know what it takes to be the best and work with us for the same reasons.
What You'll Do:
- Work with an expert team, guiding clients achieve their goals.
- Learn, grow, and take on challenges you didn’t even know you were ready for.
- Bring energy, ambition, and the mindset of a future leader.
What You Won't Do:
- Sit on your hands
- Wonder when the phone will ring
- Wish you were anywhere else.
- Paperwork, trading, scheduling…basically all the things that take away from you working with your clients. We have a team to keep you doing what you do best.
What’s In It for You?
- 401(k): Because future you deserves financial peace of mind.Healt
- h Insurance: Keep your body as sharp as your mind.Compe
- titive Income: We don’t just talk about wealth; we live it.Caree
- r Growth: A clear path to monumental career growth with a firm that’s scaling faster than your favorite tech stock.Salar
- y and Incentive: 125k
- Experienced: 8 years of financial advisory experience with a proven trac k record.Estab
- lished: You have a current book of business of at least 25m and a loyal client base.Ambit
- ious: A desire to do more, be more, and change clients' lives.Excit
- ed to work hard, learn fast, and celebrate big wins.Motiv
- ated to build meaningful relationships and deliver exceptional client outcomes.Dream
- ing of a career trajectory that’s anything but ordinary.
- Think you’ve got what it takes to grow with a firm that’s breaking all the molds? Let’s talk.
Who You Are: