What are the responsibilities and job description for the Sr Financial Advisor position at Careers?
Who We Are
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary of Role:
As a Financial Advisor, you'll take the helm in delivering strategic and forward-thinking financial planning advice to a dedicated portfolio of clients, whether independently managed or in collaboration with an existing Investment Advisor. Your primary mission is to empower clients in achieving diverse financial milestones – from optimizing investment allocations and implementing income and estate tax minimization strategies to conducting thorough insurance reviews and fine-tuning cash flow management, all aligned with the client's specific goals and objectives.
Join us in making financial dreams a reality and take the lead in transforming aspirations into tangible success stories.
Essential Duties and Responsibilities:
- Playing a key role on a client-facing team providing support to Retirement Plan Advisors and their clients with sophisticated financial planning, sales and white-glove client service. This includes meeting with clients to perform a fact find, gathering documents, preparing and presenting a financial plan, and following up to execute on the financial planning recommendations.
- Utilizing knowledge and experience in the areas of comprehensive estate planning, insurance & risk management, investments, retirement planning, tax planning, philanthropy, and educational planning to develop high-value holistic financial plans.
- Working to keep clients actively engaged in the planning process and to ensure an exceptional client experience. This would include connecting with clients regularly and taking every opportunity to add value to the relationship.
- Maintain a comprehensive list of financial planning action items that includes all current outstanding planning items for the client.
- Consistently and proactively follow up with clients to ensure timely execution of all planning strategies.
Knowledge, Skills, and/or Abilities:
- Stay up to date on regulatory matters impacting job duties
- Conduct productive meetings with disciplined follow up.
- Reliable, follows through on commitments, self-starter when it comes to new
challenges - Must be organized, detail-oriented and able to manage and prioritize tasks
- Demonstrates a commitment to accuracy by delivering high quality work
- Excellent written and verbal communication.
- Collaborative and able to work effectively with others
- Recognizes when to escalate appropriate or specific situations to the next higher level of expertise
- Demonstrates eagerness to acquire necessary technical knowledge, skills, and judgment to accomplish a result or to serve a client’s needs effectively
Education and/or Experience:
- 3-5 years of relevant experience
- Bachelors’ degree or higher from an accredited university; major in financial
planning, business, accounting, finance, economics preferred - Prior Experience Working with Large Client Base a plus
- Intermediate computer skills including knowledge of MS Office
- Ability to quickly learn new software programs
- Continuously exhibits personal integrity and professional initiative
Certificates, Licenses, Registration:
- CFP Designation preferred
- Series 7 & 66 or Series 6, 63 and 65
What We Offer
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
