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1847Financial, 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, 1847Financial 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
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
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