What are the responsibilities and job description for the Experienced financial Advisor position at 1847Financial - New Jersey?
Company Description
1847Financial, in Edison, NJ, is a national organization of financial services firms affiliated with Penn Mutual and broker-dealer/RIA HTK. Rooted in the principles of mutuality since 1847, the company is dedicated to supporting financial professionals with the tools they need to build sustainable and client-focused practices. With a client-first approach to life insurance and wealth management, 1847Financial provides personalized business planning, coaching, and local market support. The firm is committed to helping high-performing financial professionals grow their practices within a strong and stable network.
Role Description
This is a full-time hybrid role for an Experienced Financial Advisor, located in Edison, NJ, with flexibility for remote work. The role involves working closely with clients to develop tailored financial plans, offering guidance on investments, retirement planning, and wealth management strategies. The Advisor will also identify and assess clients’ financial goals, recommend appropriate financial products, and maintain long-term client relationships. The position demands collaboration with a high-performing, growth-oriented team to deliver exceptional service and support.
Qualifications
- Proficiency in Financial Planning and Retirement Planning
- Strong knowledge of Finance and Investments strategies
- Experience in Financial Advisory to guide clients effectively
- Excellent interpersonal and communication skills to maintain client relationships
- Analytical and problem-solving abilities to create effective financial plans
- Bachelor’s degree in Finance, Economics, Business Administration, or related field
- Certified Financial Planner (CFP) designation or equivalent is highly preferred
- Licensed to provide securities and investment advisory services; Series 7, Series 65/66, and Life & Health Insurance Licenses are preferred
- Proven success in business development and maintaining a client-centric practice