JS Benefits Group is an Employee Benefit and HR consultancy located in Newtown, PA and working with more than 30 of the nation’s top carriers. JS Benefits Group works with employers in the Mid-Atlantic region of the US, offering Group Health, Life, Dental, Vision, Disability, Voluntary Benefits, Turn-Key Wellness Programs, Executive Benefits, HR Consulting, Healthcare Reform, and other compliance services. With more than 25 years of experience, JS Benefits Group operates on a set of core principals instilled into the company’s overall philosophy.

• Superior customer service which is reflected in a high degree of customer retention of our 900 clients.
• Strategic partnerships that strive to fully understand our clients’ needs and be a valuable extension of their HR and Benefits departments.
• Experienced proactive approach helps us to save clients time and money in delivering a customized program that is compliant with all regulatory requirements, while maximizing the return on their investment.
• Cutting-edge technology designed to simplify and ease the management of employee benefits, in addition to enhancing the employee user experience.

Role Description

This is a full-time hybrid role for a Financial Planner located in Newtown, PA but with flexibility for some work from home. The Financial Planner will be responsible for providing financial planning advice, creating personal financial plans, conducting retirement planning, sales opportunities, new business, and other finance-related tasks.

Qualifications

• Strong knowledge of personal financial planning, retirement planning, and finance
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's degree in finance or related field experience
• Experience in financial planning required
• Experience in sales required
• Experience in Group Benefits a plus
• Life and Health, Accident, and Sickness preferred
• Ability to maintain client confidentiality
• Must have Series 6,7,63/65 or 66

Job Type: Full-time

Pay: $70,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Compensation package:

• Commission pay

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Financial planning: 3 years (Required)

License/Certification:

• Series 6 (Required)
• Series 63 (Required)
• Series 65 (Required)
• Series 66 (Required)
• Life & Health Insurance License (Preferred)
• CFP (Preferred)

Work Location: Hybrid remote in Newtown, PA 18940