Financial Advisor

National Financial Alliance; Town of Texas (WI); Hybrid; USD 65,000 - 100,000; Full time

Job summary

National Financial Alliance in Texas is seeking a Financial Advisor to deliver personalized guidance, retirement planning, and investment strategies for diverse clients from individuals to institutions.

This full-time hybrid role combines in-office client meetings with remote work, focusing on building long-term relationships, staying abreast of market trends, and ensuring compliant, tailored financial plans across families and businesses.

Qualifications

• Demonstrated expertise in Financial Planning and Financial Advisory to design and implement comprehensive strategies for diverse clients.
• Solid foundation in Finance and Investments to analyze market conditions, recommend suitable investment products, and manage client portfolios.
• Proficiency in Retirement Planning to help clients prepare for long-term objectives, including income distribution, tax efficiency, and asset protection.
• Strong analytical, quantitative, and problem-solving skills, with attention to detail and sound judgment in complex financial situations.
• Excellent communication and interpersonal skills to explain financial concepts clearly and build trusted relationships with clients and colleagues.
• Ability to work effectively in a hybrid environment, managing in-office and remote responsibilities with high levels of professionalism and organization.
• Relevant professional licenses and registrations (such as Series 7, Series 66/65, and appropriate state insurance licenses), or willingness to obtain them within a defined timeframe.
• Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications (e.g., CFP®, ChFC®, CFA®) are preferred but not required.

Responsibilities

• Provide personalized financial guidance including retirement planning, investment strategies, risk management, and insurance solutions.
• Conduct client consultations, analyze financial goals, and develop and present comprehensive financial plans.
• Monitor client portfolios and stay current on market trends and regulatory changes.
• Collaborate with internal divisions to deliver integrated services and maintain compliant documentation.

Skills

Financial Planning

Investment Advisory

Retirement Planning

Client Relationship Management

Communication Skills

Analytical Skills

Hybrid work adaptability

Education

Bachelor’s degree in Finance, Business, Economics, or related field

CFP®, ChFC®, CFA® desirable but not required

Job description

Company Description

National Financial Alliance (NFA) is a Texas-based firm founded in 2007, providing services in over 40 states and territories. The firm offers retirement planning, insurance solutions, comprehensive financial planning, and specialized programs for high-net-worth individuals. NFA is driven by a strong commitment to each client's success, serving families, corporations, and institutions with personalized financial strategies. Its Registered Investment Advisory Firm, Strategic Financial Concepts, LLC, was recognized as one of the Top 9 Best Financial Advisors in San Antonio & New Braunfels, Texas by Advisory HQ in 2018. Together, Strategic Financial Concepts, NFA Insurance, NFA Institutional Services, and NFA Wealth Management form four integrated divisions dedicated to preparing clients’ financial futures.

Role Description

This is a full-time hybrid Financial Advisor role based in Texas, United States, with flexibility for some work from home. The Financial Advisor will provide personalized financial guidance, including retirement planning, investment strategies, risk management, and insurance solutions tailored to client needs. Day-to-day responsibilities include conducting client consultations, analyzing financial goals, developing and presenting comprehensive financial plans, and monitoring client portfolios. The role also involves staying current on market trends and regulatory changes, collaborating with internal divisions to deliver integrated services, and maintaining accurate documentation and compliance with industry standards. The Financial Advisor is expected to build long-term client relationships based on trust, transparency, and consistent follow-up.

Qualifications

• Demonstrated expertise in Financial Planning and Financial Advisory to design and implement comprehensive strategies for diverse clients.
• Solid foundation in Finance and Investments to analyze market conditions, recommend suitable investment products, and manage client portfolios.
• Proficiency in Retirement Planning to help clients prepare for long-term objectives, including income distribution, tax efficiency, and asset protection.
• Strong analytical, quantitative, and problem-solving skills, with attention to detail and sound judgment in complex financial situations.
• Excellent communication and interpersonal skills to explain financial concepts clearly and build trusted relationships with clients and colleagues.
• Ability to work effectively in a hybrid environment, managing in-office and remote responsibilities with high levels of professionalism and organization.
• Relevant professional licenses and registrations (such as Series 7, Series 66/65, and appropriate state insurance licenses), or willingness to obtain them within a defined timeframe.
• Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications (e.g., CFP®, ChFC®, CFA®) are preferred but not required.