Client Portfolio Executive

Ataraxis Wealth Management; Orlando (FL); Sur place; USD 70 000 - 200 000; Plein temps

Avantages offerts par ce poste

Commission-based income

Licensing support

Mentorship program

Training tools

Retirement plan

Medical insurance

Résumé du poste

Northwestern Mutual, doing business as Ataraxis Wealth Management in Baldwin Park, Orlando, seeks a Client Portfolio Executive to build a personal book of business and guide clients through financial decisions. You will prospect, network, and develop long-term relationships with individuals and business owners, under mentorship and with licensing support.

You will learn Northwestern Mutual’s planning process and leverage tools to educate clients, with opportunities to grow into a team lead and

Qualifications

• 4-year degree or equivalent professional work experience.
• Legal authorization to work in the U.S. without sponsorship.
• Based in the Greater St. Louis area or plans to relocate imminently.

Responsabilités

• Client acquisition, prospecting, networking, and referral generation
• Building a personal book of business and long-term client relationships
• Conducting discovery conversations to understand client goals, priorities, and financial concerns
• Presenting financial planning recommendations and helping clients take action
• Learning Northwestern Mutual’s products, planning process, and market approach
• Using planning software, reporting tools, and illustrations to educate clients
• Maintaining and reviewing client plans as their needs evolve
• Developing your practice with the long-term opportunity to build a team

Connaissances

Prospecting

Networking

Relationship sales

Communication

Entrepreneurial mindset

Formation

4-year degree or equivalent

Description du poste

Northwestern Mutual - Baldwin Park, doing business as Ataraxis Wealth Management, is hiring a Client Portfolio Executive for the Baldwin Park office.

This is a sales and business development opportunity for someone who wants more than a traditional Account Executive role. You will build your own client base, develop long-term relationships, and help individuals, families, and business owners make confident financial decisions.

This role is best suited for someone who enjoys prospecting, networking, relationship sales, consultative selling, and owning the results of their work. You will be in business for yourself, but not by yourself, with training, mentorship, licensing support, planning tools, and the backing of Northwestern Mutual.

What you will do

As a Client Portfolio Executive, you will be responsible for building and growing your own book of business. You will identify prospective clients, create new relationships, uncover financial needs, and recommend solutions that help clients protect income, build wealth, plan for retirement, and prepare for major life events.

You will spend your time on:

• Client acquisition, prospecting, networking, and referral generation
• Building a personal book of business and long-term client relationships
• Conducting discovery conversations to understand client goals, priorities, and financial concerns
• Presenting financial planning recommendations and helping clients take action
• Learning Northwestern Mutual’s products, planning process, and market approach
• Using planning software, reporting tools, and illustrations to educate clients
• Maintaining and reviewing client plans as their needs evolve
• Developing your practice with the long-term opportunity to build a team

This is a strong fit for someone who wants ownership, upside, and a career where relationship-building directly translates into income growth.

What Northwestern Mutual provides

Our award-winning training program is designed to help you develop the knowledge, confidence, and business-building skills needed to succeed in financial services.

You will have access to:

• Industry-leading training and development
• Mentorship from experienced financial professionals and leaders
• Support for licensing, registration, and ongoing education
• Northwestern Mutual’s planning tools, software, and product platform
• Resources across insurance, investments, retirement, education funding, business planning, and wealth management
• A nationally recognized brand and local leadership team invested in your success

Areas of client planning may include:

• Asset and income protection
• Investment and advisory services
• Education funding
• Business needs analysis
• Financial planning strategies for individuals, families, and business owners

Who we are looking for

You may be a strong fit if you have experience in sales, business development, account management, client service, recruiting, real estate, banking, insurance, financial services, or another relationship-driven field.

We are especially interested in people who have:

• Prior client-facing, sales, or business development experience
• A track record of building relationships and earning trust
• Confidence initiating conversations with new people
• Strong communication and follow-up skills
• Entrepreneurial ambition and ownership mentality
• Interest in building a long-term book of business
• Excellent time management and self-discipline
• Desire for continuous learning and professional development
• A 4-year degree or equivalent professional work experience
• Legal authorization to work in the U.S. without sponsorship
• Current location in the Greater St. Louis area or plans to relocate imminently

Income growth opportunity

This is a performance-based opportunity where your income is tied to the client relationships and book of business you build.

Compensation includes commission-based income, activity-based stipends during the first 6 months, and the opportunity to develop recurring revenue as your client portfolio grows over time.

• First-year income range: $70,000–$200,000
• $25,000 in activity-based stipends over the first 6 months
• Average annual advisor income after 5 years: $571,000
• Top 25% annual advisor income after 5 years: $1.27M
• Top 10% annual advisor income after 5 years: $2.4M

This opportunity is designed for someone who wants their income to reflect their effort, client relationships, and business growth.

Benefits and support

Northwestern Mutual provides resources to support your early development and long-term success, including:

• Commission structure to support early development
• Renewable income opportunity
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• Retirement package and pension plan
• Medical, dental, vision, life insurance, and disability income insurance
• Family planning benefits

Recognition

Northwestern Mutual has been recognized as a:

• FORTUNE 500 company
• FORTUNE World’s Most Admired Company
• Apex Award winner for Excellence in Training & Development

Location

976 Lake Baldwin Ln

Candidates must be located in the Greater Orlando area or planning to relocate imminently.