Financial Advisor

Northwestern Mutual

Jacksonville (FL)

On-site

USD 61,000 - 250,000

Full time

14 days+

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Benefits offered by this job

Fully company‑funded retirement package and pension plan
Competitive medical, vision, and dental plans
Parental benefits at every stage of family planning
Bonus programs and expense allowances

Job summary

A financial services firm in Jacksonville is seeking an Entry-level Financial Advisor to aid clients in achieving financial goals through personalized planning. Candidates should possess a Bachelor’s degree, a strong drive for success, and relationship-building skills. Extensive training and licensing support are provided. Compensation ranges from $61K to $250K, depending on performance and tenure.

Qualifications

  • Legal authorization to work in the US without sponsorship.

Responsibilities

  • Grow your client base by making new connections.
  • Build personalized, holistic financial plans tailored to client needs.
  • Manage financial plans to help clients achieve their goals.
  • Grow relationships with clients through every stage of life.

Skills

Entrepreneurial ambitions to be a business owner
History of success in relationship‑building or client‑facing roles
Excellent time‑management skills
Desire for continuous learning and collaboration
Proficient critical‑thinking skills
Strong communicator
Strong sense of motivation and drive

Education

Bachelor’s degree

Job description

Join to apply for the Financial Advisor role at Northwestern Mutual.

Education

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming an advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with the education, skill‑building, and development strategies you need to be successful in building a financial planning practice.

Planning Experience
  • Asset & Income Protection
  • Education Funding
  • Investment & Advisory Services
  • Trust Services
  • Retirement Solutions
  • Business Needs Analysis
Responsibilities
  • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
  • Build personalized, holistic financial plans tailored to every client’s unique needs
  • Manage your client’s financial plans to help them achieve their goals
  • Grow relationships with clients to support them through every stage of life
Training, licensing & designations

To become a financial advisor you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), Series 6, 7, and 63. Northwestern Mutual provides pre‑payment/reimbursement for course tuition fees and books.

Compensation & Benefits
  • Performance‑based earnings and revenue:
    • Averaged advisor annual earnings of $61K‑$119K (based on 2018‑2023 company average for representatives in the first 3 years)
    • Top 25% advisor annual earnings of $137K‑$250K (based on 2018‑2023 company data for top quartile advisors in the first 3 years)
  • Additional income structure to support training and early development
  • Renewal income earned for continued client support and policy management
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 6, 7, 63, and more
  • Certified Financial Planner® licensing support
  • Fully company‑funded retirement package and pension plan
  • Competitive and comprehensive medical, vision, and dental plans
  • Life insurance and disability income insurance
  • Parental benefits at every stage of family planning
Qualifications
  • Bachelor’s degree
  • Entrepreneurial ambitions to be a business owner
  • History of success in relationship‑building or client‑facing roles
  • Excellent time‑management skills
  • Desire for continuous learning and collaboration
  • Proficient critical‑thinking skills
  • Strong communicator
  • Strong sense of motivation and drive
  • Legal authorization to work in the US without sponsorship

Seniority level: Entry level. Employment type: Full‑time. Job function: Finance and Sales.

Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.

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