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Financial Advisor

Horace Mann

Marlton, NJ
7 days ago

This Job Position Has Expired

This job listing is no longer available for applications. The position may have been filled or the posting period has ended.

Job Description

Join Horace Mann as a Financial Advisor and help clients achieve their financial goals through personalized planning and exceptional service. Benefit from competitive income, comprehensive training, and a supportive team environment in a dynamic role.

Key Responsibilities

  • Develop and prepare comprehensive financial plans for new and existing clients
  • Make investment recommendations and follow-ups for client portfolios
  • Provide ongoing support for existing clients through annual reviews
  • Present life insurance and annuity analysis
  • Create a planning process to help individuals meet their financial goals
  • Work with businesses, business owners, and individuals

Required Qualifications

  • Bachelor’s Degree
  • At least 3 years related experience in the Financial Advisor role
  • Series 7 & 66 securities licenses (or 65/63)
  • Exceptional client relationship management skills
  • Excellent writing and verbal communication skills
  • Ability to work independently and as a team member
  • Demonstrate exceptional time-management skills

Preferred Qualifications

  • Life/Health insurance license

Benefits & Perks

Highly competitive transition income for established advisorsCompany matched 401(k)Internal support staffHands-on training and development programHealth Benefits (Medical, Dental, Vision, Prescription)Life InsuranceLong Term Disability