Associate Financial Advisor

Northwestern Mutual; Boca Raton (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Northwestern Mutual in Boca Raton, FL, is seeking an Associate Financial Advisor to partner with senior advisors to deliver tailored financial planning, including retirement and investment strategies.

You will conduct client consultations, analyze financial data, and create personalized plans while keeping you informed on industry trends and regulatory changes to provide compliant, proactive advice in a busy on-site office.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• CFP® certification or willingness to obtain it.
• Experience in financial planning and retirement planning.
• Proficient communication and relationship-building skills.
• Ability to work collaboratively in an on-site office.
• Proficient computer and financial analysis skills.

Responsibilities

• Conduct client consultations to understand goals and risk tolerance.
• Analyze financial data to develop tailored plans.
• Create customized retirement, investment and financial plans.
• Stay updated on industry trends and regulations to deliver informed advice.

Skills

Financial planning

Retirement planning

Investments

Finance principles

Communication

Client relationships

Education

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field

Job description

Northwestern Mutual is dedicated to helping individuals gain financial clarity and long-term security through personalized, people-first financial plans. With $265 billion in assets under management, $28.1 billion in revenues, and $1.8 trillion in life insurance protection in force, we provide life, disability, and long-term care insurance, annuities, brokerage, advisory services, trust services, and portfolio management solutions. Serving over 4.5 million clients, we manage over $125 billion in client assets through our extensive wealth management and investment services. Headquartered in Milwaukee, WI, with offices across the U.S., we celebrate diversity as a key strength in achieving financial security for individuals and businesses.

Role Description

This is a full-time, on-site Associate Financial Advisor position based in Boca Raton, FL. The Associate Financial Advisor will collaborate with senior advisors to provide tailored financial planning solutions, including retirement planning, investment strategies, and other financial services. Key responsibilities include conducting client consultations, analyzing financial data, creating customized plans, and supporting clients in reaching their financial goals. The role also involves staying updated on industry trends and financial regulations to deliver informed advice.

Qualifications

• Experience in Financial Planning and Retirement Planning
• Proficiency in Investments and Financial Advisory services
• Strong expertise in overall Finance principles and strategies
• Effective communication and relationship-building skills
• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
• Relevant certifications such as CFP® or a willingness to obtain them
• Ability to work collaboratively in a professional office environment
• Proficient computer and financial analysis skills