[Remote] Associate Financial Advisor - Team

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.ResponsibilitiesCollaborate with senior advisors and clients to develop and implement financial plansConducting financial and retirement planningManaging investment portfoliosProviding tailored financial advisory servicesAnalyzing clients’ financial needsPreparing recommendationsMaintaining long-term relationships to help clients achieve their financial goalsSkillsProficiency in Financial Planning and Retirement PlanningStrong knowledge of Finance and InvestmentsExperience in Financial Advisory services and providing personalized client solutionsExcellent analytical and problem-solving skillsStrong interpersonal and communication skills to build and maintain client relationshipsStrong organizational skills and ability to manage multiple clients and projectsBachelor's degree in Finance, Economics, Business, or a related fieldCertified Financial Planner (CFP) designation or a related professional certificationCompany OverviewWelcome 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.