Financial Advisor

3 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

1847

Financial, affiliated with Penn Mutual, is a national organization of financial services firms dedicated to delivering custom support to financial professionals and their clients. With a strong focus on mutuality, 1847

Financial provides extensive resources to help build sustainable financial practices. Our firms are dedicated to a client-first approach, focusing on life insurance, wealth management, and business planning. We offer business planning, coaching, and support in local markets, making us the destination of choice for high-performing, growth-oriented financial professionals.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for developing and implementing financial plans, providing retirement planning and investment advice, and managing client relationships. The day-to-day tasks include conducting financial assessments, recommending investments, and helping clients meet their financial goals through effective planning and advisory services.

Qualifications

• Life, Health, and LTC insurance licenses
• Strong skills in Financial Planning and Finance
• Experience in Retirement Planning and Investments
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Certified Financial Planner (CFP) designation is a plus
• Bachelor's degree in finance, Economics, or related field

• Entry level

• Full-time

• Finance and Sales

Referrals increase your chances of interviewing at 1847

Financial - New Jersey by 2x

Apex, NC $38,000.00-$40,000.00 1 month ago

Raleigh, NC $50,000.00-$ 1 day ago

Durham, NC $50,000.00-$ 1 day ago

Raleigh, NC $-$ 3 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.