Financial Advisor
2 weeks ago
Company Description
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
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