The AFA role is an entry-level financial advising position that provides exposure and practical experience to all aspects of client service, planning, and advisory. This is an apprenticeship to become a Financial Advisor.
Throughout the tenure of employment, the AFA must be willing to learn and strive to continuously improve personally and professionally. You must display sincere interest, respect, and desire to identify clients’ needs and help improve their financial lives. As a team player and part of a growing firm, the AFA must show respect, a willingness to collaborate with a team. Finally, they must uphold compliance, ethics, and the firm’s integrity always.