Financial Advisor
American Accounting Association · Cherry Hill, NJ · 1 mo ago
FinanceFull-time
Responsibilities
- Assess K-12 educators' financial goals, risks, and protection needs
- Develop customized financial, insurance, and retirement plans
- Recommend auto, home, life, supplemental insurance, and retirement products
- Conduct on-site and virtual financial education workshops for school staff
- Build and maintain relationships with educators and school districts
- Monitor client portfolios and conduct regular reviews and plan adjustments
- Ensure compliance with industry regulations and company policies
- Document client interactions and maintain accurate records in CRM systems
- Collaborate with internal teams to address client service needs
- Participate in community and school events to expand outreach
Requirements
- CPA or EA certification
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Proficiency in CRM and financial software
Qualifications
- Bachelor's degree in finance, accounting, or related field
- Minimum of 3 years of relevant experience in financial services
- Experience working with K-12 educators and school employees preferred
Skills
- Financial planning
- Retirement planning
- Insurance product knowledge
- Client relationship management
- Sales and prospecting
- National needs analysis and risk assessment
- Portfolio review and reporting
- Regulatory and compliance knowledge
- Public speaking and workshop facilitation
- CRM and financial software proficiency
Benefits
- Mission-driven, collaborative culture
- Strong training and professional development opportunities
- Opportunity to positively impact educators' financial futures
Pay
Competitive
Schedule
On Site
Employment Type
Full Time
Organization Type
Corporate