Entrepreneurial Financial Advisor — Build Your Practice

UNAVAILABLE

Lakeland (FL)

On-site

USD 61,000 - 250,000

Full time

14 days+

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Benefits offered by this job

Performance-based earnings
Training and development support
Comprehensive medical, vision, and dental plans
Fully company-funded retirement package
Parental benefits at every stage

Job summary

Northwestern Mutual in Lakeland is seeking a financial advisor committed to helping clients achieve their financial goals through personalized planning. This role offers the chance to build a successful business while receiving top-tier training and support.

Key responsibilities include acquiring clients, managing financial plans, and providing ongoing support. The financial advisor position features performance-based earnings, with average advisor annual earnings ranging from $61,000 to $119,000 for those in their first three years.

Ideal candidates possess a Bachelor’s degree and entrepreneurial ambitions, with a strong focus on relationship-building.

Qualifications

  • Bachelor's degree required.
  • History of success in relationship-building or client-facing roles.
  • Excellent time-management skills are essential.

Responsibilities

  • Grow your client base through new connections and referrals.
  • Build personalized financial plans tailored to clients’ needs.
  • Manage clients' financial plans to achieve their goals.
  • Support clients through every stage of life.

Skills

Entrepreneurial ambitions
Success in relationship‑building
Time management skills
Continuous learning
Critical thinking skills
Communication skills
Motivation and drive
Legal authorization to work in the US

Education

Bachelor’s degree

Job description

Northwestern Mutual in Lakeland is seeking a financial advisor committed to helping clients achieve their financial goals through personalized planning. This role offers the chance to build a successful business while receiving top-tier training and support.

Key responsibilities include acquiring clients, managing financial plans, and providing ongoing support. The financial advisor position features performance-based earnings, with average advisor annual earnings ranging from $61,000 to $119,000 for those in their first three years.

Ideal candidates possess a Bachelor’s degree and entrepreneurial ambitions, with a strong focus on relationship-building.

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