Associate Financial Advisor

1847

Financial is seeking an experienced Associate Financial Advisor to join our Red Bank, New Jersey office. This full‑time role supports one Senior Advisor in delivering comprehensive planning and insurance‑based solutions, while actively prospecting and building new client relationships, with a clear development track toward becoming a lead financial advisor.

About 1847

Financial

1847

Financial is a financial services firm focused on helping individuals, families, and business owners build and protect wealth through personalized financial strategies.

We emphasize advisor development, mentorship, and a structured career path, providing tools, training, and support for long‑term growth in the profession.

• Partner closely with the Senior Advisor to prepare and update client financial plans, including retirement, protection, cash flow, education, and business planning analyses.
• Assist with client meetings by gathering and organizing data, preparing plan reports and presentations, and documenting follow‑up items in the firm’s CRM.
• Follow up with attendees from financial education workshops, schedule client and prospect meetings, and manage related back‑office paperwork and documentation.
• Perform paraplanning activities, including data entry, plan modeling, running scenarios, and preparing plan outputs for the Senior Advisor’s review.
• Deliver and co‑facilitate financial education workshops and seminars, confidently presenting in front of groups and engaging participants with clear, practical guidance.
• Proactively prospect for new clients through workshops, networking, referrals, centers of influence, and other approved business‑development activities to bring new clients into the firm.
• Help the Senior Advisor with practice‑management activities, such as preparing marketing materials, running basic analyses, and tracking pipeline and activity.

• Bachelor’s degree preferred; fields such as finance, business, economics, or related disciplines are helpful.
• Minimum 2+ years of experience in financial services, wealth management, or a closely related advisory/client‑facing role.
• Active life and health licenses required.
• Active securities registrations required: either Series 7 and 66, or Series 7 and 63 and 65.
• Demonstrated comfort speaking in front of a room and leading financial education workshops or client seminars.
• Strong analytical and organizational skills, with ability to work with numbers and utilize planning software and CRM tools.
• Clear, professional communication skills and the ability to build rapport with clients and centers of influence.
• High integrity, coachability, and willingness to follow a structured development and activity plan.

• Client‑first mindset with a genuine interest in helping people improve their financial lives.
• Confident public speaker who can simplify complex concepts and keep audiences engaged.
• Natural prospector who is comfortable initiating conversations, building networks, and following up consistently to convert interest into client relationships.
• Team‑oriented, willing to collaborate closely with the Senior Advisor, operations, and leadership.
• Self‑motivated, goal‑driven, and comfortable in an environment that combines planning with business‑development activities.
• Ability to manage multiple tasks, meet deadlines, and adapt to changing client and business needs.

• Competitive base compensation with incentive opportunities based on individual and practice performance
• Access to training, mentorship, and development programs through 1847
  
  Financial’s advisor platform.
• Clear path to progress from Associate Financial Advisor to lead advisor role for those who successfully meet production, licensing, prospecting, and development milestones.

• Role based in Red Bank, NJ, serving clients in the surrounding New Jersey and greater regional markets.
• Professional office environment with a mix of in‑person client meetings, virtual appointments, and regular workshop/seminar events.
• Collaborative culture that values learning, activity discipline, public education, proactive prospecting, and long‑term client relationships.