Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Jacksonville, FL
Entry LevelOn-siteJacksonville, FL$61k–$119k/yr
Skills
life/accident & health insurance licensingsecurities industry essentials (sie)series 6 licenseseries 7 licenseseries 63 licensecertified financial planner (cfp)financial planninginvestment advisory servicesasset & income protectioneducation fundingtrust servicesretirement solutionsbusiness needs analysisdriverelationship-buildingcontinuous learning
Job Description
Summary: Northwestern Mutual is a leading financial services company that has been helping clients achieve their financial goals for over 165 years. The Financial Advisor role involves building a client base, creating personalized financial plans, and managing client relationships to support them throughout various life stages. This position offers the opportunity to operate as a business owner while receiving comprehensive training and support from the company.
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), Financial Planning, Investment Advisory Services, Asset & Income Protection, Education Funding, Trust Services, Retirement Solutions, Business Needs Analysis, Drive, Relationship-building, Continuous learning
Benefits: 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
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