Independent Wealth Advisor jobs in United States
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1847Financial - New Jersey · 2 weeks ago

Independent Wealth Advisor

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level

1847Financial is an independent wealth management firm seeking entrepreneurial, client-focused Independent Financial Advisors who want the freedom to build and grow their own practice. The role involves building a personal book of business, providing holistic financial planning, and maintaining strong client relationships.

Financial ServicesInsuranceLife InsuranceRetirement
Hiring Manager
Jason Bingham, FIC
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Responsibilities

Build, manage, and grow a personal book of business
Provide holistic financial planning and investment guidance tailored to client goals
Develop customized strategies including retirement planning, wealth management, risk management, and estate planning (where licensed)
Maintain strong, long-term client relationships through regular reviews and proactive communication
Prospect new clients through referrals, networking, and personal marketing strategies
Operate your practice in compliance with all regulatory and ethical standards
Collaborate with internal teams for operational, compliance, and advanced planning support

Qualification

Series 7 & 66Life/Health/LTC Insurance LicensesFinancial advising experienceEntrepreneurial mindsetFiduciary responsibilityInterpersonal skillsCommunication skills

Required

Series 7 & 66 (or 65)
Life/Health/LTC Insurance Licenses
Prior experience as a financial advisor, wealth manager, or investment professional
Strong interpersonal and communication skills
Entrepreneurial mindset with a desire to grow and scale a practice
Commitment to fiduciary responsibility and client-first planning

Preferred

Established advisors seeking greater independence and higher payouts
Advisors at wirehouses or captive firms looking to break away
Growth-oriented professionals who value autonomy and long-term equity
Relationship-driven advisors passionate about helping clients achieve financial confidence

Benefits

Independent business ownership with full control of your practice
Open architecture platform offering a wide range of investment and planning solutions
Competitive compensation and payout structure
Dedicated back-office, compliance, and operational support
Marketing, branding, and growth resources to scale efficiently
Succession planning support and long-term equity-building opportunities
The flexibility to run your business your way—without proprietary product pressure

Company

1847Financial - New Jersey

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Welcome to 1847Financial's New Jersey HQ LinkedIn page! Penn Mutual was founded in 1847.
dateFounded in 2013
location
Edison, New Jersey, USA
people-size51-200 employees
web-link
https://www.primaryfinancial.net

Funding

Current Stage
Growth Stage
Company data provided by crunchbase