Financial Advisor

Northwestern Mutual; Clearwater (FL); Hybrid; USD 70,000 - 200,000; Full time

Benefits offered by this job

Commission-based pay

Bonuses

Licensing assistance

Retirement plan

Insurance offerings

Job summary

Northwestern Mutual is seeking a Financial Advisor to help clients live more and worry less through personalized financial planning. The role focuses on building a client base, educating clients on planning options, and guiding them to action while ultimately owning the growth of their advisory practice.

The position offers sponsorship via licensing, strong mentorship, and a track record of high earnings potential in a hybrid work setting in the Greater Tampa Bay area.

Qualifications

• Bachelor's degree or equivalent work experience.
• Strong communication and persuasion skills.
• Ability to build and manage client relationships.
• Comfort with ongoing learning and licensing processes.

Responsibilities

• Build a client base by developing trusted relationships.
• Educate clients on financial planning options and NM products.
• Influence clients to take action through recommendations.
• Own the development and management of your advisory practice.

Skills

Relationship building

Interpersonal skills

Sales experience

Financial literacy

Education

4-year degree

Job description

Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, you spend your days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.

Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With access to nationwide mentors and leaders, we surround you with resources to support your financial expertise, including but not limited to:

• Planning Experience
• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis

As a Northwestern Mutual Financial Advisor, you will:

• Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
• Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
• Influence—Present clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
• Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. You are in business for yourself but not by yourself!

You could be right for this opportunity if you have:

• 4-year degree; or equivalent professional work experience
• Prior sales and/or business experience
• Experience building meaningful relationships
• Interpersonal skills for success in client-facing roles
• Desire for continuous learning
• Legal authorization to work in the US without sponsorship
• **Must be located in Greater Tampa Bay Area or planning to move here imminently**

First year income ranges from $70,000- $200,000

Commission-only role with $25k in activity-based stipends over first 6 months

Average annual advisor income after 5 years: $571,000; top 25%: $1.27M; top 10%: $2.4M

• Commission structure to support early development
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance

Recent Awards and Accolades:

Work Location: Hybrid in Clearwater, FL 33764