1847Financial - New Jersey
Independent Financial Advisor
1847Financial - New Jersey, Raleigh, North Carolina, United States, 27601
“We Don’t Rise to The Level of Expectations; We Fall to The Level of Our Preparation”
Overview
1847Financial is seeking entrepreneurial, client-focused
Independent Financial Advisors
who want the freedom to build and grow their own practice while leveraging the resources, support, and national platform of a respected independent financial services firm. This role is ideal for advisors who value independence, long‑term client relationships, and flexible business ownership.
Key Responsibilities
Build, manage, and grow a personal book of business
Provide holistic financial planning and investment guidance tailored to client goals
Develop customized strategies including retirement planning, wealth management, risk management, and estate planning (where licensed)
Maintain strong, long‑term client relationships through regular reviews and proactive communication
Prospect new clients through referrals, networking, and personal marketing strategies
Operate your practice in compliance with all regulatory and ethical standards
Collaborate with internal teams for operational, compliance, and advanced planning support
What You’ll Gain at 1847Financial
Independent business ownership
with full control of your practice
Open architecture platform
offering a wide range of investment and planning solutions
Competitive compensation and payout structure
Dedicated back‑office, compliance, and operational support
Marketing, branding, and growth resources
to scale efficiently
Succession planning support
and long‑term equity‑building opportunities
The flexibility to run your business your way—without proprietary product pressure
Qualifications
Series 7 & 66 (or 65)
Life/Health/LTC Insurance Licenses
Prior experience as a financial advisor, wealth manager, or investment professional
Strong interpersonal and communication skills
Entrepreneurial mindset with a desire to grow and scale a practice
Commitment to fiduciary responsibility and client‑first planning
Ideal Candidate Profile
Established advisors seeking greater independence and higher payouts
Advisors at wirehouses or captive firms looking to break away
Growth‑oriented professionals who value autonomy and long‑term equity
Relationship‑driven advisors passionate about helping clients achieve financial confidence
About 1847Financial 1847Financial is an independent wealth management firm built for advisors who want freedom, flexibility, and support—without sacrificing service quality or client experience. The firm empowers advisors to operate as true business owners while providing the infrastructure needed to grow and thrive.
Seniority level Entry level
Employment type Full‑time
Job function Finance and Sales
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Independent Financial Advisors
who want the freedom to build and grow their own practice while leveraging the resources, support, and national platform of a respected independent financial services firm. This role is ideal for advisors who value independence, long‑term client relationships, and flexible business ownership.
Key Responsibilities
Build, manage, and grow a personal book of business
Provide holistic financial planning and investment guidance tailored to client goals
Develop customized strategies including retirement planning, wealth management, risk management, and estate planning (where licensed)
Maintain strong, long‑term client relationships through regular reviews and proactive communication
Prospect new clients through referrals, networking, and personal marketing strategies
Operate your practice in compliance with all regulatory and ethical standards
Collaborate with internal teams for operational, compliance, and advanced planning support
What You’ll Gain at 1847Financial
Independent business ownership
with full control of your practice
Open architecture platform
offering a wide range of investment and planning solutions
Competitive compensation and payout structure
Dedicated back‑office, compliance, and operational support
Marketing, branding, and growth resources
to scale efficiently
Succession planning support
and long‑term equity‑building opportunities
The flexibility to run your business your way—without proprietary product pressure
Qualifications
Series 7 & 66 (or 65)
Life/Health/LTC Insurance Licenses
Prior experience as a financial advisor, wealth manager, or investment professional
Strong interpersonal and communication skills
Entrepreneurial mindset with a desire to grow and scale a practice
Commitment to fiduciary responsibility and client‑first planning
Ideal Candidate Profile
Established advisors seeking greater independence and higher payouts
Advisors at wirehouses or captive firms looking to break away
Growth‑oriented professionals who value autonomy and long‑term equity
Relationship‑driven advisors passionate about helping clients achieve financial confidence
About 1847Financial 1847Financial is an independent wealth management firm built for advisors who want freedom, flexibility, and support—without sacrificing service quality or client experience. The firm empowers advisors to operate as true business owners while providing the infrastructure needed to grow and thrive.
Seniority level Entry level
Employment type Full‑time
Job function Finance and Sales
#J-18808-Ljbffr