Northwestern Mutual→
Financial Advisor at Northwestern Mutual in St. Petersburg, FL
Entry LevelOn-siteSt. Petersburg, FL$115k–$500k/yr
Skills
life & health insurance licensesecurities industry essentials (sie)series 6series 63bachelor’s degreesales experienceclient relationship buildingentrepreneurial mindsetleadership experience
Job Description
Summary: Northwestern Mutual is a Fortune 100 company seeking ambitious professionals to build their own financial planning practices and develop long-term client relationships. The role involves creating personalized financial plans, educating clients on wealth strategies, and growing a client base through networking and referrals.
Responsibilities:
- Build relationships and develop a network of clients
- Create personalized financial plans tailored to client goals
- Educate clients on strategies for wealth accumulation, protection, and retirement planning
- Grow your client base through referrals, networking, and community engagement
- Continuously develop financial expertise and advisory skills
- Build a long‑term practice that can grow into leadership opportunities
Required Qualifications:
- Life & Health Insurance License
- Securities Industry Essentials (SIE)
- Series 6 or 7
- Series 63 or 66
- Entrepreneurial and self‑motivated individuals
- Competitive and goal‑oriented professionals
- Strong relationship builders and communicators
- Passionate about helping others succeed financially
- Resilient individuals motivated by personal growth
Preferred Qualifications:
- Bachelor's degree
- Background in sales, leadership, athletics, business, or entrepreneurship
- Experience building relationships or working with clients
Required Skills: Life & Health Insurance License, Securities Industry Essentials (SIE), Series 6, Series 63
Important Skills: Bachelor’s degree
Nice-to-Have Skills: Sales experience, Client relationship building, Entrepreneurial mindset, Leadership experience
Benefits: 401(k) and retirement planning support, Health, dental, and vision insurance, Flexible scheduling, Professional development and mentorship, Parental leave and wellness programs, Referral and recognition programs
Benefits
401(k) and retirement planning support
Health, dental, and vision insurance
Flexible scheduling
Professional development and mentorship
Parental leave and wellness programs
Referral and recognition programs