Financial Advisor

Horace Mann

Financial Advisor at Horace Mann supporting educators with tailored investment solutions and retirement planning. Building long-term client relationships and delivering comprehensive financial plans.

Posted 5/26/2026full-timeCherry Hill • New Jersey • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Develop and maintain financial plans for new and existing clients based on their 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, including reviews, plan updates, and portfolio recommendations as client needs evolve
Discuss insurance and annuity solutions, where appropriate, as part of the planning process
Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable
Support clients through broader planning conversations, including financial planning, retirement income planning, wealth management, and insurance solutions
Build and manage strong client relationships through consistent communication, service, and follow-through
Work with internal teams, support staff, and subject matter resources to support a strong advisor, client, and retirement plan experience

Requirements

What you’ll need

Bachelor’s degree
Minimum of 3 years of experience as a Financial Advisor
Series 7 and Series 66 securities licenses, or Series 7 with Series 65/63
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

Comprehensive medical, dental, and vision coverage
401(k) with company match
Life insurance and long-term disability coverage
Retirement plan support and resources
Internal support staff and operational assistance
Practice-management support
Planning and investment resources
Ongoing training and professional development opportunities
Collaboration across planning, investments, insurance, retirement plans, operations, and client service teams
A team-oriented culture focused on advisor success and long-term client relationships

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment recommendationsportfolio guidanceretirement income planningwealth managementinsurance solutionsclient serviceparticipant engagementbusiness-owner relationships

Soft Skills

client relationship managementverbal communicationwritten communicationindependent workcollaborative worktime managementethical conductregulatory complianceclient-focused service

Certifications

Bachelor's degreeSeries 7 licenseSeries 66 licenseSeries 65 licenseSeries 63 licenseLife insurance licenseHealth insurance license