Financial Advisor

You will need to login before you can apply for a job. More Results Previous jobTax Expert (CPA or EA required) Financial Advisor Employer Horace Mann Location Cherry Hill, New Jersey Salary Competitive Closing date Aug 31, 2026 View more categoriesView less categories Focus Area Budgeting & Resource Allocation, Records & Reporting, Regulatory Compliance & Policy Role Type Advisor Role Level Staff Certifications CPA – Certified Public Accountant, CISA – Certified Information System Auditor Work Mode On Site Employment Type Full Time Organization Type Corporate Apply now You need to sign in or create an account to save a job. Send job Job Details Horace Mann seeks a Financial Advisor to serve K-12 educators and school employees with tailored insurance and retirement solutions. In this role, you will assess clients' financial needs, develop customized plans for protection and long term savings, and recommend auto, home, life, supplemental insurance and retirement products. You will conduct educational workshops, build relationships with school districts, and provide ongoing portfolio reviews. The position offers a mission driven, collaborative culture with strong training, professional development, and the opportunity to positively impact educators' financial futures. Responsibilities Assess K-12 educators' financial goals, risks, and protection needsDevelop customized financial, insurance, and retirement plansRecommend auto, home, life, supplemental insurance, and retirement productsConduct on-site and virtual financial education workshops for school staffBuild and maintain relationships with educators and school districtsMonitor client portfolios and conduct regular reviews and plan adjustmentsEnsure compliance with industry regulations and company policiesDocument client interactions and maintain accurate records in CRM systemsCollaborate with internal teams to address client service needsParticipate in community and school events to expand outreach Required Skills Financial planningRetirement planningInsurance product knowledgeClient relationship managementSales and prospectingNeeds analysis and risk assessmentPortfolio review and reportingRegulatory and compliance knowledgePublic speaking and workshop facilitationCRM and financial software proficiency Share this job Facebook Twitter LinkedIn Apply now Send job Apply now You need to sign in or create an account to save a job. Get job alerts Create a job alert and receive personalized job recommendations straight to your inbox. Create alert Similar jobs Financial Advisor Training ProgramWexford, Pennsylvania Entry Level Financial Advisor OpportunityWexford, Pennsylvania Premier Client Financial AdvisorBrecksville, Ohio