Northwestern Mutual→
Financial Advisor at Northwestern Mutual in St. Petersburg, FL
Entry LevelOn-siteSt. Petersburg, FL
Skills
life & health insurance licensesecurities industry essentials (sie)series 6series 7series 63series 66financial planningwealth accumulation strategiesretirement planningentrepreneurial mindsetresilience
Job Description
Summary: Northwestern Mutual is a Fortune 100 company with over 165 years of strength, seeking ambitious professionals to build their own financial planning practice. The role involves developing long-term client relationships, creating personalized financial plans, and growing into leadership while making a meaningful impact on clients' financial security.
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 7, Series 63, Series 66, Financial planning, Wealth accumulation strategies, Retirement planning, Entrepreneurial mindset, Resilience
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