Financial Advisor: Flexible Schedule & Growth

Northwestern Mutual; Coral Gables (FL); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual is seeking a Financial Representative to join a team focused on helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

You will build long-term client relationships, understand unique needs, and provide tailored financial solutions. The role emphasizes planning, protection, and ongoing support to ensure financial security for clients and communities.

Qualifications

• Bachelor's degree strongly preferred.
• Experience in financial services or insurance beneficial but not required.
• Licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client Consultation: Understand clients' financial goals and concerns.
• Financial Planning: Create comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement protection strategies for assets and income.
• Ongoing Support: Monitor and adjust plans to changing circumstances.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Trust-building

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking a Financial Representative to join a team focused on helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

You will build long-term client relationships, understand unique needs, and provide tailored financial solutions. The role emphasizes planning, protection, and ongoing support to ensure financial security for clients and communities.