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