Athlete-Driven Financial Advisor

Northwestern Mutual; Naples (FL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual’s Lawhon Network is seeking a Financial Advisor who partners with clients to assess their financial needs and build protective, growth-oriented plans. You will tailor strategies to protect assets, income, and long-term security, while delivering ongoing plan reviews and adjustments as life changes occur.

You will grow your network through referrals and community involvement, supported by training and a collaborative planning team.

Qualifications

• Bachelor's degree in finance, business, or related discipline preferred.
• Excellent interpersonal and communication abilities are essential.
• Strong analytical skills and ability to build lasting client relationships.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide guidance.
• Design and implement tailored financial strategies to protect assets and increase financial well-being.
• Regularly review and update client plans and insurance policies to reflect changes.
• Cultivate a robust client network through referrals, community involvement, and professional associations.

Skills

Interpersonal communication

Analytical skills

Client relationship management

Education

Bachelor's degree in finance or business

Job description

Northwestern Mutual’s Lawhon Network is seeking a Financial Advisor who partners with clients to assess their financial needs and build protective, growth-oriented plans. You will tailor strategies to protect assets, income, and long-term security, while delivering ongoing plan reviews and adjustments as life changes occur.

You will grow your network through referrals and community involvement, supported by training and a collaborative planning team.