Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Clearwater, FL
Entry LevelHybridClearwater, FL$70k–$200k/yr
Skills
financial planningsales experienceclient relationship buildingtime managementcontinuous learningentrepreneurial ambitionsinterpersonal skills
Job Description
Summary: Northwestern Mutual is a leading financial services company that helps clients achieve financial security through personalized financial planning. As a Financial Advisor, you will build a clientele, educate clients on financial options, and take ownership of your business while receiving comprehensive training and mentorship.
Responsibilities:
- Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends
- Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options
- Influence—Present clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations
- Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. You are in business for yourself but not by yourself!
Required Qualifications:
- 4-year degree; or equivalent professional work experience
- Prior sales and/or business experience
- Entrepreneurial ambitions
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
- Must be located in Greater Tampa Bay Area or planning to move here imminently
Required Skills: Financial Planning, Sales Experience, Client Relationship Building
Important Skills: Time Management, Continuous Learning
Nice-to-Have Skills: Entrepreneurial Ambitions, Interpersonal Skills
Benefits: Commission structure to support early development, Renewable income, Bonus programs and expense allowances, Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more, Retirement Package and Pension Plan, Medical, Dental, Vision, Life Insurance and Disability Income Insurance, Family Planning
Benefits
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning