Financial Advisor: Training, Licensing & Growth

Northwestern Mutual; Miami (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Retirement

Bonus

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Northwestern Mutual in Florida is seeking a Financial Representative to build long-term client relationships through personalized insurance solutions and financial planning. You will work with individuals and businesses to understand goals and tailor strategies.

The role emphasizes licensing, ongoing training, and mentorship, with a path toward leadership and community impact while providing flexible development opportunities and a supportive planning team.

Qualifications

• Bachelor's degree is strongly preferred.
• Experience in financial services or insurance is beneficial but not required.
• Strong interpersonal and communication skills are essential.
• Licenses such as Series 6, 63 and state insurance licenses are required or sponsored.

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop financial plans including investments, insurance, and retirement strategies.
• Recommend and implement insurance solutions to protect assets and income.
• Provide ongoing support and updates to clients 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 in Florida is seeking a Financial Representative to build long-term client relationships through personalized insurance solutions and financial planning. You will work with individuals and businesses to understand goals and tailor strategies.

The role emphasizes licensing, ongoing training, and mentorship, with a path toward leadership and community impact while providing flexible development opportunities and a supportive planning team.