Hybrid Financial Advisor: Wealth & Retirement Planning

NPC Financial; Town of Florida (NY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

NPC Financial in Hollywood, FL seeks a full-time Financial Advisor to meet with clients, assess goals, and craft tailored plans. You’ll analyze current finances and recommend investments, retirement solutions, and insurance aligned with client needs.

Join a hybrid team that values long-term relationships, ongoing reviews, and collaboration with internal partners while staying current with industry trends and regulations.

Qualifications

• Experience advising individuals, families, and business owners.
• Strong knowledge of finance and investments with clear explanations.
• Proven retirement planning experience.
• Ability to conduct thorough financial analyses and present client-focused recommendations.
• Relevant licenses or willingness to obtain them.
• Bachelor’s degree in finance, business, economics, or related field.
• Excellent interpersonal, communication, and relationship-building skills.
• Strong organizational and time-management abilities in a hybrid setup.
• Comfort with technology, CRM systems, and financial planning software.
• Fluency in additional languages is a plus.

Responsibilities

• Meet with prospective and existing clients to assess financial goals and analyze current financial situations.
• Develop tailored financial plans including investment strategies, retirement planning, and insurance solutions.
• Build and maintain a strong client portfolio; conduct regular reviews and adapt plans to life changes and market conditions.
• Stay current with industry trends and regulations; collaborate with internal teams and partners; participate in business development.

Skills

Financial Planning

Financial Advisory

Investments

Retirement Planning

Financial analysis

Communication

Time management

Multilingual

Education

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

FINRA licenses

Life/Health Insurance licenses

Tools

CRM systems

Financial planning software

Job description

NPC Financial in Hollywood, FL seeks a full-time Financial Advisor to meet with clients, assess goals, and craft tailored plans. You’ll analyze current finances and recommend investments, retirement solutions, and insurance aligned with client needs.

Join a hybrid team that values long-term relationships, ongoing reviews, and collaboration with internal partners while staying current with industry trends and regulations.