Financial Advisor

1847Financial - New Jersey; Raleigh (NC); Remote; USD 38,000 - 40,000; Full time

Job summary

A leading financial services organization seeks a Financial Advisor for a full-time remote role. The advisor will develop financial plans, provide investment advice, and manage client relationships. Ideal candidates will possess strong financial planning skills and relevant licenses. Join a supportive team dedicated to client success.

Qualifications

• Life, Health, and LTC insurance licenses required.
• Certified Financial Planner (CFP) designation is a plus.

Responsibilities

• Develop and implement financial plans for clients.
• Provide retirement planning and investment advice.
• Manage client relationships and conduct financial assessments.

Skills

Financial Planning

Finance

Communication

Interpersonal Skills

Education

Bachelor's degree in finance

Bachelor's degree in Economics

Job description

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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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