What are the responsibilities and job description for the Financial Representative position at NPC Financial?
Founded in 1951, NPC Financial is one of Florida’s most well-established financial planning and wealth management firms.
Our experienced advisors service clients across the state and country and operate out of our offices in Miami, Hollywood, West Palm Beach, and Miramar Beach.
Our mission is to be our client’s primary resource to help them achieve and sustain their financial goals.
Our vision is to positively impact our client's lives through our commitment and dedication to excellence and integrity. We strive every day to accomplish this goal by hiring the right professionals to join our team.
To accomplish our vision, there are certain characteristics that we seek in our new advisors, including a self-motivated disposition, being coachable, a strong work ethic, and a community-oriented spirit. These are elements that promote the success of the newest advisors as they launch their careers at NPC Financial.
Want to join us?
Below are the inherent qualities we are looking for:
• You bring positive energy
• You love to learn
• You view setbacks as an opportunity to grow
• You have an entrepreneurial spirit
• You want to be part of a winning team
What we Provide
• Tools and technology to help you appropriately gather, manage, and service your clients.
• Development and training—locally, virtually, and nationally—to support your educational needs.
• Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
• Mentorship and joint-work opportunities.
• Superior service and support.
• A competitive benefits package including a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more.
• Leadership and career development opportunities, including tuition reimbursement and continuing education opportunities.
Daily and Monthly Responsibilities
• Develop marketing strategies to prospect potential clients
• Set client meetings to collect pertinent information to assist in assessing financial planning opportunities
• Collaborate with other financial professionals to protect and grow your client’s wealth
• Prepare income projections, financial summaries, and investment performance reports, and manage and update client portfolios accordingly.
Preferred Skills and Qualifications
• Bachelor’s degree in Finance or related field
• 215 Life, Health, and Annuity - may also include CFP®, CFA, CHFC, FINRA Series 7, 6, 63, 65, 66
• Knowledge of securities and insurance
• Experience with Microsoft Office
