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National Financial Partners
National Financial Partners

63 National Financial Partners Finance Advisor Jobs Hiring Near You

LPL Financial

Financial Advisor

Dallas, TX · Hybrid

$45K - $75K/yr

Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union ...

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National Financial Partners Jobs Information

What are the key skills and qualifications needed to thrive as a Finance Advisor, and why are they important?

To thrive as a Finance Advisor, you need strong analytical skills, a solid understanding of financial planning and investment strategies, and typically a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are commonly required. Excellent interpersonal skills, active listening, and the ability to build trust with clients are standout soft skills. These competencies are crucial for providing sound financial advice, maintaining client relationships, and ensuring regulatory compliance in a highly competitive industry.

How do Finance Advisors typically collaborate with other departments within an organization?

Finance Advisors frequently work with departments such as accounting, sales, and operations to gather financial data, understand business needs, and provide insights that support strategic decision-making. They often attend cross-functional meetings to align financial planning with organizational goals, ensuring that budgets and forecasts reflect the latest business developments. This collaboration helps Finance Advisors offer tailored financial advice and contribute to company-wide initiatives, making strong communication and teamwork skills especially valuable in this role.

What are Finance Advisors?

Finance Advisors, also known as financial advisors, are professionals who provide guidance to individuals or businesses on managing their finances. They help clients with financial planning, investments, retirement planning, tax strategies, insurance, and other money-related decisions. Finance Advisors assess their clients' financial situations, set realistic goals, and develop tailored strategies to achieve those goals. They may work independently, for financial institutions, or as part of a larger advisory firm.

What is the difference between Finance Advisor vs Financial Planner?

AspectFinance AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentFinancial firms, banks, independentFinancial advisory firms, independent
Primary FocusInvestment strategies, asset managementComprehensive financial planning, retirement, estate

Finance Advisors and Financial Planners often share certifications and work in similar environments. However, Finance Advisors typically focus more on investment management and asset allocation, while Financial Planners provide broader financial planning services including retirement and estate planning. Both roles help clients achieve financial goals but differ in scope and specialization.

What is it like to work at National Financial Partners?

National Financial Partners (NFP) is a professional services firm that values collaboration, innovation, and a commitment to delivering exceptional client service, fostering a dynamic and supportive work environment.

As a leading provider of wealth management, retirement, and benefits solutions, NFP offers a diverse range of career opportunities across various disciplines, including financial planning, investment management, and human resources consulting, with a focus on teamwork and knowledge sharing.

Working at NFP may appeal to professionals seeking a challenging and rewarding career in a fast-paced, client-centric organization with opportunities for growth, professional development, and community involvement, as well as a comprehensive benefits package and competitive compensation.
What other companies are hiring for Finance Advisor jobs?
What are the most popular jobs at National Financial Partners?
What are the most popular categories at National Financial Partners?
Infographic showing various Finance Advisor job openings at National Financial Partners in the United States as of May 2026, with employment types broken down into 2% Internship, and 98% Full Time. Highlights an 62% Physical, 1% Hybrid, and 37% Remote job distribution.
Personal Lines Account Coordinator - Processing (Central Region)

Personal Lines Account Coordinator - Processing (Central Region)

National Financial Partners

Columbus, OH • On-site

$32K - $45K/yr

Full-time

Medical, Retirement, PTO

Posted 13 days ago

Job description

Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
The Role at NFP
Summary: The Account Coordinator Processing is a support role, requiring the Processor to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. In this role, the Processor will gather and input data into the agency management system, provide assistance with various tasks and processes relative to new and renewal accounts.
This is a full-time opportunity open to a hybrid schedule from our central region offices or remote CT.
Essential Duties and Responsibilities:
  • Provide quality control after Account Managers service customers as a result of writing policies, making changes, etc.
  • Maintains electronic suspense files in Epic as part of daily work management.
  • Will assist on various projects as needed and assigned by Department Manager
  • Mail processing.
  • Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites.
  • Performs policy checking.
  • Creates and maintains client files in the agency management system in accordance with office workflow and procedures.
  • Work with other departments to ensure data integrity.
Experience and Qualifications:
  • Ideal candidates will have 2+ years of administration/ops and customer service experience.
  • Experience in P&C insurance, especially Personal Lines coverage, is highly desired.
  • HS Diploma or GED required: additional education/training preferred.
  • Experience in insurance and EPIC software is desired.
  • Proficiency in Outlook, Word, and Excel
  • Good written and verbal communication skills
  • Self-confident to make sound independent decisions.
  • Ability to successfully interact with a variety of stakeholders.
  • Team player, adaptive to mentoring and continual learning.
  • Solid analytical and problem-solving skills
  • Strong emphasis on attention to detail
  • Strong priority management skills
  • To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection.
Certificates, Licenses, Registration:
  • P&C License is not required upon hire.
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. The base salary range for this position is $32,000 $45,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.

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