Financial Advisor | Training, Flexible Schedule, Impact

Northwestern Mutual; Naples (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Professional development

Competitive compensation

Mentorship

Work-life balance

Impact

Job summary

Northwestern Mutual seeks a Financial Representative to help clients reach financial goals through personalized insurance solutions and planning. You will build long‑term relationships, understand client needs, and provide tailored financial guidance.

You will develop plans covering investments, insurance, and retirement, while maintaining ongoing client support, referrals, and community involvement. This role emphasizes trusted advisor relationships and professional growth.

Qualifications

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

Responsibilities

• Conduct client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect client assets and income.
• Monitor and update plans, adjusting strategies as circumstances change.
• Network to build and maintain a client base through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree

Job description

Northwestern Mutual seeks a Financial Representative to help clients reach financial goals through personalized insurance solutions and planning. You will build long‑term relationships, understand client needs, and provide tailored financial guidance.

You will develop plans covering investments, insurance, and retirement, while maintaining ongoing client support, referrals, and community involvement. This role emphasizes trusted advisor relationships and professional growth.