What are the responsibilities and job description for the Associate Financial Advisor - Team position at 1847Financial - New Jersey?
1847Financial, affiliated with Penn Mutual and broker-dealer HTK, is a national organization of financial services firms dedicated to helping financial professionals build successful practices. Founded on principles of mutuality, 1847Financial offers a client-first approach to life insurance and wealth management. With extensive resources, business planning, and coaching, the firm provides customizable support for professionals seeking sustainable growth. Headquartered in New Jersey, 1847Financial is the destination for high-performing, growth-oriented financial professionals.
This is a full-time remote role for an Associate Financial Advisor - Team. The Associate Financial Advisor will collaborate with senior advisors and clients to develop and implement financial plans. Responsibilities include conducting financial and retirement planning, managing investment portfolios, and providing tailored financial advisory services. The role involves analyzing clients’ financial needs, preparing recommendations, and maintaining long-term relationships to help clients achieve their financial goals.
- Proficiency in Financial Planning and Retirement Planning
- Strong knowledge of Finance and Investments
- Experience in Financial Advisory services and providing personalized client solutions
- Excellent analytical and problem-solving skills
- Strong interpersonal and communication skills to build and maintain client relationships
- Certified Financial Planner (CFP) designation or a related professional certification preferred
- Strong organizational skills and ability to manage multiple clients and projects
- Bachelor's degree in Finance, Economics, Business, or a related field