Opportunities for highly ethical advisors are available at American Financial Advisors, Inc. If you become a member of our advisory team, we assist you with your back office and compliance needs. In this way you are better able to focus your skills and attention providing personal financial management for your current and future clients.
If you are an advisor now working in a solo practice, or looking to make a break away from a large firm, you will need a well qualified back office. American Financial Advisors can best serve those needs.
American Financial Advisors, Inc., established in 1989, operates as a team. Each person on our staff has access to every client’s information and investment specifics so we can offer those clients the best possible service. Our client-committed back office staff currently includes four Certified Financial Planners (CFPs) and a Chartered Financial Analyst (CFA). Each staff member has a minimum of 9 years of experience in the financial services industry.
Financial planning is coordinated through our specialized process. AFA staff consults with each advisor and prepares all relevant financial planning documents for them to present to potential clients.
If you are interested in bringing your skills and experience to American Financial Advisors, please fill out the following form:
1936 Lee Road - Suite 270
Winter Park, FL 32789
Toll Free: 888-679-9779