What are the responsibilities and job description for the Financial Advisor position at 1847Financial - Houston?
Company Description
1847Financial is a national organization of financial services firms affiliated with Penn Mutual and HTK, dedicated to delivering value to high-performing financial professionals. With a client-first approach to life insurance and wealth management, 1847Financial offers dedicated business planning, coaching, and support in local markets. The organization provides customizable resources to build sustainable financial practices.
This is a full-time hybrid role for a Financial Services Professional at 1847Financial in Houston, TX. The role involves tasks related to financial planning, finance, retirement planning, communication, and financial services. Some work from home is acceptable.
- Financial Planning and Retirement Planning skills
- Finance and Financial Services knowledge
- Strong Communication skills
- Ability to analyze financial data and trends
- Experience in client relationship management
- Understanding of investment strategies and risk management
- Bachelor's degree in Finance, Economics, Business, or related field