Financial Advisor Support Specialist

Financial Advisor Support Specialist

Horace Mann is seeking a motivated and detail-oriented Financial Advisor Support Specialist to join our team in Cherry Hill, New Jersey. This hybrid position offers the opportunity to combine office collaboration with work-from-home flexibility, while supporting our financial advisors and sales team in delivering personalized, high-quality service to clients.

In this role, you'll play a key part in preparing client investment reviews, developing financial plans, and managing portfoliosall while ensuring compliance and accuracy in every interaction. If you're passionate about financial services, thrive in a fast-paced environment, and enjoy helping clients achieve their goals, this position is a great opportunity to grow your career.

Key Responsibilities

• Prepare client investment reviews and proposals to support advisors in client relationship management.
• Support the sales team by gathering data, performing competitive analysis, and contributing to client presentations.
• Review client information worksheets to create personalized financial plans aligned with client goals and regulatory requirements; collaborate with advisors to refine and present recommendations.
• Conduct research and compile statistical and analytical reports to inform investment and planning strategies.
• Maintain accurate, up-to-date records in CRM systems for compliance, reporting, and operational efficiency.
• Create, manage, and rebalance model portfolios based on established investment strategies.
• Meet with product wholesalers to stay current on available offerings and platform updates.
• Support process improvements and special projects as assigned.

Qualifications

Preferred Qualifications :

Additional Information

Pay Range :

Salary is commensurate to experience, location, etc.