Financial Advisor

Horace Mann

. Develop and maintain financial plans based on each client’s goals, financial circumstances, time horizon, and risk tolerance .

Posted 11/6/2026full-timeCherry Hill • New Jersey • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, investment recommendations, and client relationship management, with a strong focus on ethical conduct and regulatory compliance. Proficient in developing tailored financial strategies that align with client goals and risk tolerance.

Highest-signal resume keywords

Financial PlanningInvestment RecommendationsClient Relationship ManagementSeries 7 LicenseSeries 66 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment RecommendationsPortfolio GuidanceRetirement PlanningWealth ManagementInsurance SolutionsBusiness DevelopmentClient ServiceRegulatory ComplianceParticipant Engagement

Soft Skills

Client Relationship ManagementVerbal CommunicationWritten CommunicationCollaborationIndependent Work

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseLife Insurance LicenseHealth Insurance License

Industry Keywords

Retirement PlansEmployer-Sponsored PlansFinancial AdvisorWealth ManagementInsurance

About the role

Key responsibilities & impact

Develop and maintain financial plans based on each client’s goals, financial circumstances, time horizon, and risk tolerance
Provide investment recommendations and portfolio guidance consistent with client objectives, applicable standards of care, and firm policies
Deliver ongoing client service through regular reviews, plan updates, and portfolio recommendations as client needs evolve
Help clients address retirement income, wealth management, and insurance needs as part of the planning process
Discuss insurance and annuity solutions where appropriate
Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable
Develop new relationships and grow your practice through consistent business-development efforts
Build and maintain strong client relationships through clear communication, service, and follow-through
Collaborate with internal teams, support staff, and subject matter resources to support advisors, clients, plan sponsors, and participants

Requirements

What you’ll need

Bachelor’s degree
Minimum of three years of experience as a Financial Advisor
Series 7 and Series 66 licenses, or Series 7 with Series 65 and Series 63
Life and Health insurance licenses preferred
Experience with retirement plans, employer-sponsored plans, education markets, participant engagement, or business-owner relationships preferred, but not required
Strong client relationship management skills
Excellent verbal and written communication skills
Ability to work independently and collaboratively while managing multiple priorities
Commitment to ethical conduct, regulatory compliance, and client-focused service

Benefits

Comp & perks

401(k) plan with company match
Comprehensive health and welfare benefits, including medical, dental, vision, prescription coverage, life insurance, and long-term disability
Internal support staff, planning desk access, and practice-management resources
Retirement plan experience, resources, and support
Training and development resources
Collaboration with experienced professionals across planning, investments, insurance, retirement plans, operations, and client service
A culture focused on advisor support, practical problem-solving, and long-term relationship building