Client Portfolio Executive

Ataraxis Wealth Management

Orlando (FL)

On-site

USD 70,000 - 200,000

Full time

21 hours ago

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Benefits offered by this job

Commission-based income

Licensing support

Mentorship program

Training tools

Retirement plan

Medical insurance

Job summary

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.

Responsibilities

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

Skills

Prospecting

Networking

Relationship sales

Communication

Entrepreneurial mindset

Education

4-year degree or equivalent

Job description

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.