Financial Advisor Support Specialist

Horace Mann • Cherry Hill, NJ

79d • $19 - $29 • Remote

About The Position

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.

Requirements

• 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.

Nice To Haves

• Experience working directly with financial advisors or in a brokerage environment.
• Familiarity with financial planning software and investment management tools.

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.

Benefits

• Hybrid work model: Combination of in-office and remote work based out of Cherry Hill, NJ.
• Normal office environment.
• Periodic travel may be required.

What This Job Offers

• Industry: Educational Services
• Education Level: Bachelor's degree