Financial Services Consultant

NPC Financial; Fort Lauderdale (FL); Hybride; USD 60 000 - 95 000; Plein temps

Résumé du poste

NPC Financial, the South Florida Agency of Guardian Life, is seeking a Financial Services Consultant for a hybrid role in the Miami–Fort Lauderdale area. This full-time position combines in-office and remote work as you meet with clients, assess goals, and develop tailored strategies across wealth management, insurance, retirement, and estate planning.

You will prepare proposals, present recommendations, maintain ongoing client relationships, collaborate with internal teams, and stay current on

Qualifications

• Strong analytical skills to evaluate client financial situations, assess risk, and develop sound recommendations.
• Finance and financial services knowledge to understand products, markets, and planning strategies for individuals and businesses.
• Consulting skills to translate complex financial information into clear guidance and client-focused solutions.
• Excellent communication skills to build trust and present information clearly in writing and in person.
• Willingness to pursue industry-recognized certifications (e.g., Series 6/7, 63) and life/health licenses.
• Experience in financial planning, wealth management, or related advisory roles is beneficial.
• Ability to work in a hybrid environment, manage multiple client engagements, and adhere to regulatory standards.
• Proficiency with financial planning tools, CRM systems, and standard office software.

Responsabilités

• Meet with clients to understand goals and develop tailored strategies across wealth management, insurance, retirement, and estate planning.
• Conduct financial analyses, prepare proposals and presentations, and maintain ongoing client relationships.
• Collaborate with internal teams and stay current on markets and regulatory changes.

Connaissances

Analytical Skills

Finance/Financial Services

Consulting skills

Communication skills

Formation

Bachelor’s degree in finance, business, economics, or a related field

Outils

CRM systems

Financial planning tools

Office software

Description du poste

Company Description NPC Financial, the South Florida Agency of Guardian Life, is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach. Since 1951, the firm has supported individuals, families, and business owners in protecting what they value most through thoughtful, long-term financial planning. NPC Financial offers a holistic suite of services, including wealth management, business planning, insurance, retirement, and estate planning, supported by the resources of The Guardian Life Insurance Company of America and Park Avenue Securities. As a third-generation company, NPC Financial emphasizes enduring relationships, sound planning, and lasting legacies for clients across South Florida.

Role Description This full-time Financial Services Consultant role is a hybrid position based in the Miami–Fort Lauderdale Area, with a combination of in-office and work-from-home flexibility. The consultant will meet with clients to understand their goals, analyze their financial situations, and develop tailored strategies across areas such as wealth management, insurance, retirement, and estate planning. Day-to-day responsibilities include conducting financial analyses, preparing proposals and presentations, recommending suitable financial products and services, and maintaining ongoing client relationships. The role also involves collaborating with internal teams and leveraging firm and partner resources, staying current on financial markets and regulatory changes, and ensuring all activities are compliant with industry standards and firm guidelines.

Qualifications

• Candidates should possess strong Analytical Skills to evaluate client financial situations, assess risk, and develop sound recommendations.
• Candidates should possess skills in Finance and Financial Services to understand products, markets, and planning strategies relevant to individual and business clients.
• Candidates should possess Consulting skills to translate complex financial information into clear guidance and deliver client-focused solutions.
• Candidates should possess excellent Communication skills, including the ability to build trust, explain strategies clearly, and present information in writing and in person.
• Bachelor’s degree in finance, business, economics, or a related field is preferred
• Willingness to pursue industry-recognized certifications, such as Series 6 or 7, and 63, along with State Life and Health Licenses.
• Experience in financial planning, wealth management, insurance, or related advisory roles is beneficial.
• Ability to work effectively in a hybrid environment, manage multiple client engagements, and adhere to regulatory and ethical standards.
• Proficiency with financial planning tools, CRM systems, and standard office software is advantageous.