Note: The job is a remote job and is open to candidates in USA. 1847Financial is a national organization of financial services firms dedicated to helping financial professionals build successful practices. They are seeking an Associate Financial Advisor - Team who will collaborate with senior advisors and clients to develop and implement financial plans, conduct financial and retirement planning, and manage investment portfolios.
Responsibilities
- Collaborate with senior advisors and clients to develop and implement financial plans
- Conducting financial and retirement planning
- Managing investment portfolios
- Providing tailored financial advisory services
- Analyzing clients’ financial needs
- Preparing recommendations
- Maintaining long-term relationships to help clients achieve their financial goals
Skills
- 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
- Strong organizational skills and ability to manage multiple clients and projects
- Bachelor's degree in Finance, Economics, Business, or a related field
- Certified Financial Planner (CFP) designation or a related professional certification
Company Overview
Welcome to 1847Financial's New Jersey HQ LinkedIn page! Penn Mutual was founded in 1847. It was founded in 2013, and is headquartered in Edison, New Jersey, USA, with a workforce of 51-200 employees. Its website is https://www.primaryfinancial.net.