Financial Advisor

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Financial - New Jersey

Business Development Director ► Recruiting Top Talent in Financial Services to Serve with Excellence

Company Description

1847

Financial, grounded in the legacy of Penn Mutual since 1847, is a national organization of financial services firms. We are dedicated to supporting financial professionals through robust resources and a client-first approach to life insurance and wealth management. 1847

Financial is the preferred destination for dynamic financial professionals seeking affiliation with a reputable mutual company and our broker-dealer, HTK. We offer customized support to build sustainable financial practices, underscored by our commitment to mutuality and client service.

Role Description

This is a full-time remote role for a Financial Advisor  Financial Advisor will be responsible for providing comprehensive financial planning and advisory services to clients. Day-to-day tasks include developing tailored investment plans, offering retirement planning advice, and managing client relationships to achieve financial goals. The role requires collaboration with team members to deliver client-focused financial solutions.

Qualifications

• Proficiency in Financial Planning and Finance
• Experience in Retirement Planning and Investments
• Strong Financial Advisory skills
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Bachelor's degree in Finance, Economics, or a related field
• CFA, CFP, or other relevant certifications are a plus
• FINRA Securities Licenses 7/66 Preferred
• Life/Health/LTC Insurance Licenses

Seniority level

• Seniority level
  
  Entry level

Employment type

• Employment type
  
  Full-time

Job function

• Job function
  
  Finance and Sales

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