1847Financial · 1 day ago

Independent Financial Professional

United States

Full-time

Remote

Mid Level

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Financial Services

Hiring Manager

Elaine Cantrell

Insider Connection @1847Financial

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Responsibilities

Utilizing financial planning skills

Analytical abilities

Finance knowledge

Effective communication to provide financial reporting and guidance to clients

Conducting financial analysis

Creating reports

Developing financial strategies

Communicating complex financial information to clients

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Series 6Series 7Series 65Series 66L&HFinancial PlanningFinancial ReportingCFPCFACPA

Required

Series 6/7

Series 65/66

L&H

Financial Planning and Finance skills

Analytical Skills

Effective Communication abilities

Experience in Financial Reporting

Bachelor's degree in Finance, Accounting, Economics, or related field

Strong attention to detail and problem-solving skills

Preferred

Certifications such as CFP, CFA, or CPA are beneficial

Company

1847Financial

The 1847Financial Difference We stand out as a top choice for financial professionals who value independence in choosing their business model, practice structure, branding and products – but also desire support and collaboration with other financial professionals, field leadership, and industry leaders through our national support model at 1847Financial.

Founded in 1847