Entrepreneurial Financial Advisor – Holistic Planning

Northwestern Mutual; Sarasota (FL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Growth & Development

Culture

Work/life balance

Job summary

Northwestern Mutual in Manhattan seeks a strategic Financial Advisor to identify and help clients achieve financial goals through holistic planning services. You will educate clients using our planning software and deliver investment, insurance, and retirement solutions.

Ideal candidates bring robust client development skills, a strong drive for growth, and a commitment to ongoing training and licensing across life, health, securities, and retirement products.

Qualifications

• 4-year college degree or higher required.
• Legal authorization to work in the US without sponsorship.
• Residence within commuting distance to NY, NY, 10022.

Responsibilities

• Grow your client base by making new connections and maintaining a strong referral network.
• Collaborate with the financial planning team to develop tailored, holistic plans.
• Grow relationships with clients to support them through every stage of life.
• Engage in ongoing education to provide the best advisory service.
• Understand and communicate licensing and product offerings to clients.

Skills

Client acquisition

Relationship-building

Financial planning

Communication

Education

4-year College Degree or higher

Job description

Northwestern Mutual in Manhattan seeks a strategic Financial Advisor to identify and help clients achieve financial goals through holistic planning services. You will educate clients using our planning software and deliver investment, insurance, and retirement solutions.

Ideal candidates bring robust client development skills, a strong drive for growth, and a commitment to ongoing training and licensing across life, health, securities, and retirement products.