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 portfolios—all 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
- Associate’s or Bachelor’s degree in Finance, Business Administration, or a related field (or equivalent experience) required.
- FINRA Series 7 and 66 Licenses, or the ability and willingness to obtain them within six (6) months of hire.
- 2+ years of experience in financial services or an advisory support role.
- Strong knowledge of retirement products including annuities, IRAs, and 401(k)s.
- Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint) and CRM platforms.
- Excellent organizational skills, attention to detail, and ability to multitask effectively.
- Strong communication and interpersonal skills for working with clients, advisors, and internal partners.
Preferred Qualifications:
- Experience working directly with financial advisors or in a brokerage environment.
- Familiarity with financial planning software and investment management tools.
Additional Information
- Hybrid work model: Combination of in-office and remote work based out of Cherry Hill, NJ.
- Normal office environment.
- Periodic travel may be required.
Pay Range:
- $19.66 - $29.04/hr.
Salary is commensurate to experience, location, etc.
#APP
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
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Top Skills
What We Do
Horace Mann was founded in 1945 by two educators in Springfield, Ill., who believed teachers deserved affordable auto insurance. Originally called the Illinois Education Association Mutual Insurance Company, our name was changed to honor the father of the American public education system, Horace Mann. We are proud to share his name.
At Horace Mann, the hard work, commitment and dedication of our employees are the foundation of our success. And today we are the largest, national multiline insurance company dedicated to serving America’s educators and their families.
Our purpose is to provide lifelong financial well-being for educators and their families through personalized service, advice, and a full range of tailored insurance and financial products. Through our professional agents and their staff, we offer insurance and financial products to the educational community across the United States.
