What are the responsibilities and job description for the Financial Advisor (Mentorship & Training Provided) position at Northwestern Mutual - The South Florida Group?
Join us as a Financial Advisor at Northwestern Mutual!
Embark on a rewarding career where you can help clients achieve their financial dreams through expert planning.
As a Financial Advisor, you will:
Grow Your Network: Expand your client base through new connections and a strong referral system.
Create Tailored Plans: Develop personalized, holistic financial strategies.
Support Client Goals: Manage and adapt financial plans to meet evolving client needs.
Build Lasting Relationships: Guide clients through every stage of their financial journey.
Office Locations:
- Fort Lauderdale, FL
- Downtown Miami, FL
- Coral Gables, FL
- Aventura, FL
- Naples, FL
Training and Development
Start as a financial representative focused on client-building and obtaining licenses. Benefit from our award-winning training programs that cover:
· Planning Experience
· Asset & Income Protection
· Education Funding
· Investment & Advisory Services
· Trust Services
· Retirement Solutions
· Business Needs Analysis
· Proprietary Tools
· Utilize our state-of-the-art planning software to deliver comprehensive financial plans that include investments, insurance, and annuities.
Entrepreneurial Opportunity
Shape your career around your lifestyle with uncapped earning potential and a performance-based compensation structure. Build your business in alignment with your long-term vision, whether that’s opening an office, joining a sophisticated team, or becoming an advanced advisor.
Training, Licensing & Designations
Benefit from our top-notch training curriculum and support for obtaining necessary licenses:
Life/Accident & Health Certifications
Securities Industry Essentials (SIE)
Series 6, 7, and 63
Compensation & Benefits
Earnings: Performance-based
Top Performers: Annual earnings of $137k-$250k for the top 25% in their first three years
Additional Income: Support for training and early development, renewal income, bonus programs, and expense allowances.
Insurance & Retirement: Fully funded retirement package, comprehensive medical, vision, and dental plans.
Parental Benefits: Support at every stage of family planning.
Ideal Candidates
· Bachelor's degree
· Entrepreneurial spirit
· Strong relationship-building skills
· Excellent time-management
· Continuous learning mindset
· Proficient critical thinking
· Strong communicator
· Motivated and driven
· Legal authorization to work in the US without sponsorship
Why Northwestern Mutual?
· Top 5 US Independent Broker-Dealers
· $366 billion in total company assets
· Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
· Fortune 500® company
· Forbes’ Best Employers for Diversity
· Best Place to Work for LGBTQ Equality
· 2024 Training APEX Award winner
About Northwestern Mutual
For over 168 years, we've helped clients achieve financial success through comprehensive planning. Our Financial Advisors are independent contractors and valued business owners who benefit from our unmatched financial strength and industry-leading products and services.
Join us to make a meaningful impact on your clients and community while building a successful career!
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. For more information, visit our website.
Job Type: Full-time
Pay (performance based): $79,928.00 - $120,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Compensation Package:
- Bonus opportunities
- Commission only
- Commission pay
Education:
- Bachelor's (Required)
Experience:
- Sales: 1 year (Preferred)
License/Certification:
- Life Insurance License (Preferred)
- FINRA License (Preferred)
Office Locations:
- Fort Lauderdale
- Downtown Miami
- Coral Gables
- Aventura
- Naples
Salary : $79,928 - $120,000