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Financial Advisor

National Planning Corporation
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Company Description

NPC Financial, the South Florida Agency of Guardian Life, is a comprehensive financial services firm with offices in Miami, Hollywood, and Boca Raton. Since 1951, we have helped individuals, families and business owners protect what they value most by offering wealth management, business planning, insurance, retirement, and estate planning services.

Role Description

The Financial Advisor position is a full-time hybrid role located in Miami-Fort Lauderdale Area with some flexibility for remote work. The Financial Advisor will be responsible for day-to-day tasks such as financial planning, finance, retirement planning, investments, and financial advisory services.

Qualifications

  • Experience in financial planning, finance, retirement planning, investments, and financial advisory services is preferred
  • Strong analytical skills and attention to detail
  • Excellent verbal and written communication skills
  • Ability to explain complex financial information in simple terms
  • Proven ability to manage relationships with clients and provide exceptional customer service
  • 215 license is required (life, health, variable annuity)
  • Series 7 and 66 securities licenses are required (ability to obtain during employment)
  • Bachelor's degree in Finance, Accounting, Economics, or related field is preferred
  • Advanced degree or professional designation such as CFP or CFA is a plus
  • Open to training in-experienced individuals as well
  • Must be a US citizen

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 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.
  • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two.