Associate Financial Advisor - Team

1847

Financial is a premier financial services firm with a strong presence in New Jersey, providing wealth management, investment advisory, and insurance solutions to individuals, families, and businesses. Our firm combines the stability and resources of Penn Mutual and HTK with local leadership in NJ, giving advisors the support to build strong and sustainable practices while maintaining independence.

We are seeking an experienced, fully licensed Independent Financial Advisor to affiliate with our New Jersey firm. In this role, you will build and manage your own client relationships while delivering comprehensive financial planning, investment advisory, and insurance solutions under the 1847

Financial and HTK platforms. This opportunity is ideal for entrepreneurial advisors who want autonomy over their practice, branding, and schedule, with the backing of a well-established organization, robust planning tools, and dedicated practice management support.

• Acquire, develop, and retain a book of individual and business clients through proactive business development, referrals, and networking.
• Provide holistic financial planning, including retirement planning, investment management, risk management/insurance, and estate conservation strategies.
• Analyze clients’ financial situations, recommend appropriate investment and insurance solutions, and implement strategies aligned with a client‑first philosophy.
• Conduct ongoing portfolio and policy reviews, adjust strategies as clients’ needs evolve, and maintain regular, high‑quality communication.
• Operate as an independent advisor within the 1847
  
  Financial framework, leveraging firm resources, coaching, and technology to grow a sustainable practice.
• Adhere to all regulatory, compliance, and documentation requirements set by FINRA, HTK, and state insurance departments.

Active FINRA Series 7 and Series 66 registrations (or equivalent 63/65 combination).

Active state Life and Health Insurance licenses for New Jersey.

Bachelor’s degree or equivalent professional experience in financial services, wealth management, or a related field.

Minimum 2–3 years of client‑facing experience as a financial advisor, planner, or financial professional in investments and/or insurance.

Strong interpersonal, communication, and relationship‑building skills, with the ability to explain complex financial concepts in clear terms.

Demonstrated entrepreneurial mindset and track record of business development or practice growth.

Independence with support:
The ability to run and brand your own practice while leveraging 1847

Financial’s infrastructure, local leadership, and national resources.

Robust platform:
Access to a broad suite of investment advisory solutions, insurance products, and financial planning tools through HTK and Penn Mutual.

Practice growth resources:
Business planning, marketing support, coaching, and mentoring from experienced leaders and peers in the New Jersey firm.

Flexible work environment:
Build your schedule and client engagement model around your market and goals, with office presence available in Edison.

Client‑first culture: A collaborative, values‑driven environment focused on doing what is right for clients over the long term.

You are currently an advisor or financial professional with a portable book of business or an established referral network, seeking more control over your practice.

You value a client‑centric, planning‑based approach and want access to both investment and insurance solutions. You want the stability and resources of a national organization combined with the feel of a local, entrepreneurial firm.