Financial Advisor
NPC Financial is a General Agency of The Guardian Life Insurance Company of America, offering individuals the chance to build their own financial services practice. As a Financial Advisor, you will help clients achieve their financial goals through personalized financial planning and advisory services while defining your own success.
Responsibilities
- Craft a career path that reflects your unique strengths, style, and aspirations
- Help clients achieve their financial goals through financial planning, finance, retirement planning, investments, and financial advisory services
- Build and maintain successful client relationships based on trust and personalization
- Utilize tools and technology to gather, manage, and service clients
- Participate in development and training to support educational needs
- Market and grow your practice, communicating efficiently with clients
- Seek mentorship and joint-work opportunities to enhance financial strategies
Skills
- An entrepreneurial mindset with a passion for helping others achieve financial security
- Integrity, ethics, and a commitment to personal and professional growth
- Strong interpersonal and communication skills with a talent for relationship-building
- A deep desire to make a positive difference and help clients realize their financial aspirations
- Motivation to build a practice through learning, networking, and persistence, especially during the early stages
- Openness to guidance from experienced mentors to hone financial strategies and achieve excellence
- Obtaining or having an active 215 life and health license
- Willingness to pursue industry-recognized certifications, such as Series 6 or 7, and 63, along with State Life and Health Licenses
- Must be a US citizen
Benefits
- Defined Benefit Plan
- 401(k) with Match and Roth options
- Health and dental insurance
- Tuition reimbursement
- Continuing education opportunities
Company Overview