Northwestern Mutual→
Financial Advisor
Entry LevelOn-site
Location
Boca Raton, FL
Salary
$61k–$250k/yr
Experience
Not specified
Posted
1 day ago
Skills
life/accident & health insurance licensingsecurities industry essentials (sie)series 6 licenseseries 7 licenseseries 63 licensecertified financial planner (cfp) certificationfinancial planninginvestment advisory servicestrust servicesretirement solutionsbusiness needs analysisrelationship-building
Job Description
Summary: Northwestern Mutual is a leading financial services company, and they are seeking a Financial Advisor to help clients achieve their financial goals. The role involves building a client base, creating personalized financial plans, and managing client relationships throughout different life stages.
Responsibilities:
- Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them achieve their goals
- Grow relationships with clients to support them through every stage of life
Required Qualifications:
- Bachelor's degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Obtain Life/Accident & Health Certifications
- Obtain Securities Industry Essentials (SIE)
- Obtain Series 6, 7, and 63 licenses
Required Skills: Life/Accident & Health Insurance Licensing, Securities Industry Essentials (SIE), Series 6 License, Series 7 License, Series 63 License, Certified Financial Planner (CFP) Certification, Financial Planning, Investment Advisory Services, Trust Services, Retirement Solutions, Business Needs Analysis, Relationship-building
Benefits: Additional income structure to support training and early development, Renewal income earned for continued client support and policy management, Bonus programs and expense allowances, Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, Certified Financial Planner® licensing support, Fully company-funded retirement package and pension plan, Competitive and comprehensive medical, vision, and dental plans, Life Insurance and Disability Income Insurance, Parental benefits at every stage of family planning
Benefits
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
Certified Financial Planner® licensing support
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning