1847Financial - New Jersey
Financial Advisor
1847Financial - New Jersey, Charlotte, North Carolina, United States, 28245
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Business Development Director ► Recruiting Top Talent in Financial Services to Serve with Excellence
Company Description 1847Financial, 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. 1847Financial 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 at 1847Financial. The 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 Referrals increase your chances of interviewing at 1847Financial - New Jersey by 2x Sign in to set job alerts for “Financial Advisor” roles.
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Company Description 1847Financial, 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. 1847Financial 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 at 1847Financial. The 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
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