What are the responsibilities and job description for the Financial Representative position at NPC Financial?
NPC Financial is a comprehensive financial services firm that has been helping individuals, families, and business owners protect what they value most since 1951. The company offers an array of services, including wealth management, business planning, insurance, retirement, and estate planning, complemented and supported by specialized resources and products through its long-standing relationships with The Guardian Life Insurance of America, Park Avenue Securities, and Innovative Underwriters.
Role Description
This is a full-time hybrid role for a Financial Advisor at NPC Financial located in Destin, FL, with flexibility for some remote work. The Financial Advisor will be responsible for providing financial planning, finance, retirement planning, investments, and financial advisory services to clients. The Financial Advisor will also be responsible for developing and implementing comprehensive financial plans as well as monitoring investment portfolios and analyzing market trends.
Qualifications
- Financial Planning, Finance, and Retirement Planning skills
- Experience in providing Financial Advisory and Investment services
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Ability to work independently and collaboratively
- Series 7 and 66 or equivalent certifications
- Bachelor's degree in Finance, Accounting, Business Administration or a related field
- Master's degree or professional certification (e.g., CFP, ChFC, CLU, etc.) is a plus
Industry
- Financial Services
Employment Type
Full-time
