Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Jacksonville, FL
Entry LevelOn-siteJacksonville, FL$137k–$250k/yr
Skills
financial planninglife/accident & health insurance licensingsecurities industry essentials (sie)series 6 licenseseries 7 licenseseries 63 licensecertified financial planner (cfp)investment advisory servicesasset & income protectioneducation fundingtrust servicesretirement solutionsbusiness needs analysis
Job Description
Summary: Northwestern Mutual is a leading financial services company that provides comprehensive financial planning solutions. The role of a Financial Advisor involves helping clients achieve their financial goals through personalized planning, building client relationships, and managing their financial plans.
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
Required Skills: Financial Planning, Life/Accident & Health Insurance Licensing, Securities Industry Essentials (SIE), Series 6 License, Series 7 License, Series 63 License, Certified Financial Planner (CFP), Investment Advisory Services, Asset & Income Protection, Education Funding, Trust Services, Retirement Solutions, Business Needs Analysis
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