National Financial Alliance
About the job
NFA Accounting Bookkeeper
About us
NFA Wealth Management
Powered by the Five F’s:
Faith-
While religious Faith is a personal choice, you must have Faith that we will support you.
Family-
We believe your Family must come first.
Finance-
We believe your Finances have to be in order, therefore we operate from financial strength vs. financial weakness.
Fitness-
Fitness is both physical and mental, and we believe you must be Fit to be engaged in our business.
Fun-
You must also have Fun. If you are not having Fun, then why do it? Here at National Financial Alliance, we believe you must make life enjoyable.
Our Mission
At NFA, our mission is to help each and every client—be they an individual, a family or a business—achieve their unique definition of financial success.
We seek to accomplish this mission via our unwavering commitment to understanding, assessing and applying insight to help us develop objective and integrated plans that meet our client’s objectives.
To do this, we leverage our experienced team of planners, advisors and specialists, who aim to provide our clients with the right resources at the right time. And, of course, we will make adjustments as the client’s definition of success evolves.
At NFA Wealth Management, we treat every client as if he or she were part of our family, placing their needs ahead of our own.
Our Vision
Our vision is to establish NFA Wealth Management as the new standard in the financial services industry, using our innovative, customer-centric method of integrated and comprehensive financial planning.
Our Goals
Set a new standard in terms of respect, leadership and our philosophy of “doing right” by the people we serve.
Make our innovative, customer-centric approach a primary point of distinction with our competitors.
Be innovative by driving fresh, new ways of thinking within the industry.
Establish a thorough awareness and reputation among prospective agent associates.
NFA Wealth Management includes; NFA, our advising and planning group, and SFC (Strategic Financial Concepts), our Independent Registered Investment Advisory firm. Together, the two companies provide clients with objective and independent recommendations and investment options.
The job duties would include the following: assisting the CFO and the operations Manager with daily bookkeeping activities, providing commission reports when requested, and keeping excellent records of all financial data for SFC and NFA including commission payouts and data entry on Quickbooks. This position will report directly to the CFO and will have annual performance reviews. This position will have other bookkeeping and accounting duties as deemed necessary by firm management. The focus of this position will be to directly work with the CFO and Operations Manager to insure billing and commission payouts are accurate as well as Financial reports from Quickbooks are efficiently produced on a weekly basis. This position will also insure SFC’s financial advisors and NFA’s insurance agents are paid out accurately in a timely manner.
This position will be required to work Monday through Friday from 8:00 AM to 5:00 PM. There may be times where working additional hours outside of normal hours are required. This position is not hourly and there is not overtime. Hours expected to work should be between 40-50 hours per week. A bachelor’s degree (preferably in accounting or finance) is required.
Job Type: Full-time
Pay: $40,000.00 – $50,000.00 per yer
