NPC Financial ยท 19 hours ago
Financial Advisor
Miramar Beach, FL
Full-time
Hybrid
Mid LevelNPC Financial is a comprehensive financial services firm that has been helping individuals, families, and business owners protect what they value most since 1951. The Financial Advisor will be responsible for providing financial planning, retirement planning, investments, and financial advisory services to clients, as well as developing and implementing comprehensive financial plans and monitoring investment portfolios.
ConsultingFinancial ServicesRetirement
Responsibilities
Providing financial planning, finance, retirement planning, investments, and financial advisory services to clients
Developing and implementing comprehensive financial plans
Monitoring investment portfolios
Analyzing market trends
Qualification
Required
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
Preferred
Master's degree or professional certification (e.g., CFP, ChFC, CLU, etc.) is a plus
Company
NPC Financial
NPC Financial is a financial services firm providing insurance planning, retirement planning, and wealth management services.
Founded in 1951
51-200 employees
H1B Sponsorship
NPC Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
Funding
Current Stage
Growth StageLeadership Team
Jeffrey E. Newman
President
Company data provided by crunchbase