Hybrid Financial Advisor: Retirement Planning Growth

American Accounting Association; Riverton (NJ); Hybrid; USD 75,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with company match

Life insurance

Long-term disability coverage

Retirement plan resources

Support staff

Practice-management support

Training and professional development

Collaborative culture

Job summary

Horace Mann seeks a Financial Advisor in a hybrid role in Riverton, NJ, to develop and maintain comprehensive financial plans for clients, including retirement and employer-sponsored plans. The position emphasizes building long-term client relationships and delivering value through planning, investments, and insurance solutions.

The ideal candidate holds a Bachelor’s degree, 3+ years’ experience as a Financial Advisor, and securities licenses (Series 7/66 or 7/65/63).

Qualifications

• Bachelor's degree required.
• Minimum of 3 years of experience as a Financial Advisor.
• Series 7 and Series 66 licenses, or Series 7 with Series 65/63.
• Life and Health insurance licenses preferred.

Responsibilities

• Develop and maintain financial plans for clients based on goals, finances, time horizon, and risk tolerance.
• Provide investment recommendations and portfolio guidance aligned with client objectives and standards of care.
• Deliver ongoing client service including reviews, updates, and recommendations as needs evolve.
• Discuss insurance and annuity solutions as part of the planning process.
• Support retirement plan relationships, plan participants, and employer-sponsored plans.

Skills

Client relationship management

Communication skills

Independent work

Regulatory compliance

Education

Bachelor's degree

Job description

Horace Mann seeks a Financial Advisor in a hybrid role in Riverton, NJ, to develop and maintain comprehensive financial plans for clients, including retirement and employer-sponsored plans. The position emphasizes building long-term client relationships and delivering value through planning, investments, and insurance solutions.

The ideal candidate holds a Bachelor’s degree, 3+ years’ experience as a Financial Advisor, and securities licenses (Series 7/66 or 7/65/63).