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Financial Advisor1847Financial - New Jersey • Raleigh, North Carolina, United States
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Financial Advisor

1847Financial - New Jersey
  • US
    Raleigh, North Carolina, United States
  • US
    Raleigh, North Carolina, United States
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À propos

3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. 1847Financial, affiliated with Penn Mutual, is a national organization of financial services firms dedicated to delivering custom support to financial professionals and their clients. With a strong focus on mutuality, 1847Financial provides extensive resources to help build sustainable financial practices. Our firms are dedicated to a client-first approach, focusing on life insurance, wealth management, and business planning. We offer business planning, coaching, and support in local markets, making us the destination of choice for high-performing, growth-oriented financial professionals. Role Description This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for developing and implementing financial plans, providing retirement planning and investment advice, and managing client relationships. The day-to-day tasks include conducting financial assessments, recommending investments, and helping clients meet their financial goals through effective planning and advisory services. Qualifications Life, Health, and LTC insurance licenses Strong skills in Financial Planning and Finance Experience in Retirement Planning and Investments Excellent communication and interpersonal skills Ability to work independently and remotely Certified Financial Planner (CFP) designation is a plus Bachelor's degree in finance, Economics, or related field Seniority level
Entry level Employment type
Full-time Job function
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  • Raleigh, North Carolina, United States

Compétences linguistiques

  • English
Avis aux utilisateurs

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