Financial Advisor

1847Financial - New Jersey; Charlotte (NC); Remote; USD 15,000 - 80,000; Full time

Job summary

A national financial services organization seeks a Business Development Director to provide financial advisory services. The role involves developing investment plans, managing client relationships, and requires strong financial advisory skills, relevant educational background, and certifications. Ideal candidates can work independently in a remote setting.

Qualifications

• 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.

Responsibilities

• Develop tailored investment plans for clients.
• Offer retirement planning advice to clients.
• Manage client relationships to achieve financial goals.

Skills

Proficiency in Financial Planning

Experience in Retirement Planning

Strong Financial Advisory skills

Excellent communication skills

Ability to work independently

Education

Bachelor's degree in Finance or related field

CFA, CFP, or relevant certifications

Job description

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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

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