Entry-Level Financial Advisor | Training & Growth

Northwestern Mutual; Naples (FL); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Professional development

Income potential

Mentorship

Work-life balance

Impact in community

Sponsorship for certifications

Training & development

Flexible schedule

Health insurance

Dental insurance

Vision insurance

Job summary

Northwestern Mutual – Lawhon Network is hiring a Financial Representative in Naples, FL. You will build long-term client relationships, design personalized financial plans, and provide ongoing support through investments, insurance, and retirement strategies.

You will guide clients, work with a planning team, and leverage sponsorships for licenses while pursuing professional development and mentorship opportunities within a supportive network.

Qualifications

• Strong interpersonal and communication skills are essential.
• Ability to analyze financial information and build client trust.

Responsibilities

• Engage with clients to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor plans and provide regular updates to meet changing circumstances.
• Network to build a client base through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Trust-building

Education

Bachelor's degree

Job description

Northwestern Mutual – Lawhon Network is hiring a Financial Representative in Naples, FL. You will build long-term client relationships, design personalized financial plans, and provide ongoing support through investments, insurance, and retirement strategies.

You will guide clients, work with a planning team, and leverage sponsorships for licenses while pursuing professional development and mentorship opportunities within a supportive network.