Financial Advisor (Paid Training)

Northwestern Mutual - Boca Raton (Snow Financial Group); Boca Raton (FL); On-site; USD 70,000 - 250,000; Full time

Benefits offered by this job

SIE

Series 6 & 63

Retirement package

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Parental and family planning benefits

Job summary

Northwestern Mutual - Boca Raton is seeking motivated, entrepreneurial individuals to join our growing team as Financial Advisors. You will help individuals, families, and business owners achieve financial security through personalized financial planning while building your own practice.

Training, mentorship, and ongoing support are provided to help you succeed. Build a client base, develop personalized plans, educate clients on strategies, and manage long-term relationships.

Qualifications

• Bachelor's degree preferred or equivalent professional experience.
• Previous sales experience is a plus.
• Authorized to work in the United States without sponsorship.

Responsibilities

• Build and grow a client base through networking, referrals, and relationship building.
• Develop personalized financial plans and recommendations.
• Educate clients on financial strategies and wealth-building solutions.
• Maintain long-term client relationships and provide ongoing guidance.
• Continuously develop your expertise through training and licensing.
• Manage and grow your own financial planning practice.

Skills

Entrepreneurial mindset

Coachable

Communication skills

Sales experience

Time management

Education

Bachelor's degree preferred or equivalent professional experience

Tools

SIE

Series 6 & 63

Job description

Full-Time | In Office

Build Your Own Business. Make an Impact.

Northwestern Mutual is seeking motivated, entrepreneurial individuals to join our growing Boca Raton team as Financial Advisors.

In this role, you'll help individuals, families, and business owners achieve financial security through personalized financial planning while building your own practice. Whether you're an experienced professional or looking for a career change, you'll receive industry-leading training, mentorship, and ongoing support to help you succeed.

Responsibilities:

• Build and grow a client base through networking, referrals, and relationship building
• Develop personalized financial plans and recommendations
• Educate clients on financial strategies and wealth-building solutions
• Maintain long-term client relationships and provide ongoing guidance
• Continuously develop your expertise through training and licensing
• Manage and grow your own financial planning practice

What We're Looking For:

• Entrepreneurial mindset and strong work ethic
• Coachable with a desire to learn and grow
• Strong communication and relationship-building skills
• Sales, business development, or client-facing experience preferred
• Passion for helping others achieve financial security
• Organized with excellent time-management skills

Qualifications:

• Bachelor's degree preferred or equivalent professional experience
• Previous sales experience is a plus
• Authorized to work in the United States without sponsorship

Earnings Potential

• Performance-based compensation with uncapped income potential (commission only)
• First-year advisor earnings typically range from $70,000 - $250,000+
• Renewal and residual income opportunities
• Performance bonuses and development support

Support For Obtaining:

• SIE
• Series 6 & 63
• Retirement package and pension plan
• Medical, dental, and vision insurance
• Life and disability insurance
• Parental and family planning benefits

Why Northwestern Mutual?

For over 165 years, Northwestern Mutual has helped clients build financial security through comprehensive planning and trusted financial solutions. You'll gain the support, training, and resources needed to build a rewarding career and successful business.

• One of "World's Most Admired" companies
• Unsurpassed Financial Strength Rating amongst all major credit agencies
• America's Best Employers for Diversity (Forbes, 2023)