Entrepreneurial Client Advisor

NPC Financial; Miami, Fort Lauderdale (FL, FL); On-site; USD 24,000 - 100,000; Full time

Benefits offered by this job

Defined Benefit Plan

401(k) with Match and Roth options

Health insurance

Dental insurance

Tuition reimbursement

Continuing education opportunities

Job summary

NPC Financial invites entrepreneurial individuals to build their own financial services practice in Florida, with tailored training and support. As an Entrepreneurial Client Advisor, you’ll design a practice that matches your strengths, earning opportunities through the Guardian Life contract, including draw starts at $24,000 and potential annual earnings in the six figures with commissions.

Join a team backed by The Guardian Life Insurance Company of America, with tools, mentorship, and growth

Qualifications

• Active Life & Health license (215) required or in progress.
• Must pursue Series 6/7 and 63; state life/health licenses.
• Entrepreneurial mindset with passion for helping clients secure financial futures.

Responsibilities

• Help clients achieve financial goals through planning, investments, and retirement strategies.
• Build and manage a personal client practice across Florida with Guardian Life support.
• Engage in training and mentorship to grow advisory skills and compliance.
• Market and service clients with a personalized, ethical approach.

Skills

Entrepreneurial mindset

Relationship-building

Strong communication

Integrity

Education

Active Life & Health license (215)

Series 6/7 & 63 licenses

Job description

Have you ever envisioned being your own boss while making a meaningful difference in the lives of others? What if you could achieve financial independence while helping others reach their financial goals?

At NPC Financial, we offer driven individuals the opportunity to create their own financial services practice—on their terms. As a Entrpreneurial Client Advisor, you’ll craft a career path that reflects your unique strengths, style, and aspirations. We understand that successful client relationships are built on trust and personalization, so we provide tailored training and support to help you excel.

With offices throughout Florida, NPC Financial, a General Agency of The Guardian Life Insurance Company of America, is seeking entrepreneurial-minded individuals to join our expanding team. You’ll have the opportunity to help clients achieve their financial goals while defining your own success through financial planning, finance, retirement planning, investments, and financial advisory services.

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 FA contract includes a draw starting at $24,000; inexperienced FAs 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.

What We’re Looking For:

• 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.