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Who We Are
NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary of Role:
As a Financial Advisor, you'll take the helm in delivering strategic and forward-thinking financial planning advice to a dedicated portfolio of clients, whether independently managed or in collaboration with an existing Investment Advisor. Your primary mission is to empower clients in achieving diverse financial milestones – from optimizing investment allocations and implementing income and estate tax minimization strategies to conducting thorough insurance reviews and fine-tuning cash flow management, all aligned with the client's specific goals and objectives.
Join us in making financial dreams a reality and take the lead in transforming aspirations into tangible success stories.
Essential Duties and Responsibilities:
Knowledge, Skills, and/or Abilities:
Education and/or Experience:
Certificates, Licenses, Registration:
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
Full Time
$84k-103k (estimate)
03/10/2024
05/09/2024
careersinc-pr.com
BIRMINGHAM, ENGLAND
100 - 200
2005
MUKESH PATEL
$5M - $10M