Entrepreneurial Financial Advisor: Build Your Own Practice

Northwestern Mutual - Boca Raton (Snow Financial Group); Boca Raton (FL); On-site; USD 70,000 - 250,000; Full time

Benefits offered by this job

SIE

Series 6 & 63

Retirement package

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Parental and family planning benefits

Job summary

Northwestern Mutual - Boca Raton is seeking motivated, entrepreneurial individuals to join our growing team as Financial Advisors. You will help individuals, families, and business owners achieve financial security through personalized financial planning while building your own practice.

Training, mentorship, and ongoing support are provided to help you succeed. Build a client base, develop personalized plans, educate clients on strategies, and manage long-term relationships.

Qualifications

• Bachelor's degree preferred or equivalent professional experience.
• Previous sales experience is a plus.
• Authorized to work in the United States without sponsorship.

Responsibilities

• Build and grow a client base through networking, referrals, and relationship building.
• Develop personalized financial plans and recommendations.
• Educate clients on financial strategies and wealth-building solutions.
• Maintain long-term client relationships and provide ongoing guidance.
• Continuously develop your expertise through training and licensing.
• Manage and grow your own financial planning practice.

Skills

Entrepreneurial mindset

Coachable

Communication skills

Sales experience

Time management

Education

Bachelor's degree preferred or equivalent professional experience

Tools

SIE

Series 6 & 63

Job description

Northwestern Mutual - Boca Raton is seeking motivated, entrepreneurial individuals to join our growing team as Financial Advisors. You will help individuals, families, and business owners achieve financial security through personalized financial planning while building your own practice.

Training, mentorship, and ongoing support are provided to help you succeed. Build a client base, develop personalized plans, educate clients on strategies, and manage long-term relationships.