Independent Financial Advisor

1847Financial; Katy (TX); Remote; USD 60,000 - 80,000; Full time

Job summary

Join a leading financial services firm as an Independent Financial Advisor in a full-time remote role. You'll be responsible for delivering expert financial planning and investment advice, building strong client relationships, and working independently. This position offers the opportunity to grow within a supportive environment focused on client-first solutions.

Qualifications

• Expertise in Finance and Investments.
• Life, Health & LTC insurance licenses required.

Responsibilities

• Provide expert financial planning and investment advice.
• Analyze financial data and develop customized financial plans.
• Maintain constant client interaction.

Skills

Financial Planning

Retirement Planning

Financial Advisory

Communication

Interpersonal Skills

Education

Relevant certifications such as CFP, CFA

Job description

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Company Description

1847Financial's New Jersey HQ is part of a national organization of financial services firms that deliver the value of Penn Mutual and the broker dealer/RIA, HTK, to financial professionals. The company is committed to a client-first approach to life insurance and wealth management, providing dedicated resources and support for building strong financial practices.

Role Description

This is a full-time remote role for an Independent Financial Advisor. The Advisor will be responsible for providing expert financial planning, retirement planning, and investment advice to clients. Daily tasks include analyzing financial data, developing customized financial plans, and offering expert financial advisory services. The role requires constant client interaction and a commitment to delivering client-first financial solutions.

Qualifications

• Skills in Financial Planning, Retirement Planning, and Financial Advisory
• Expertise in Finance and Investments
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Proven ability to build and maintain client relationships
• Life, Health & LTC insurance licenses
• Relevant certifications such as CFP, CFA, or others are a plus

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

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