Financial Advisor- Training & Mentorship Provided

Northwestern Mutual - The South Florida Group; Florida; On-site; USD 60,000 - 95,000; Full time

Job summary

Northwestern Mutual in the Miami–Fort Lauderdale area is seeking an on-site Financial Advisor to help clients build long-term financial security through comprehensive planning and ongoing guidance. You will meet with clients to analyze finances, design wealth strategies, and recommend insurance and investment solutions while adhering to regulatory standards.

The role includes structured training and mentorship to develop a successful practice, with opportunities to grow a book of business and

Qualifications

• Strong foundation in financial planning and advisory to assess client needs and create tailored strategies.
• Knowledge of retirement planning and wealth management concepts.
• Excellent communication and relationship-building skills.
• High integrity, professionalism, and client-centered service.
• Willingness to obtain licenses with company support.

Responsibilities

• Meet with clients to develop comprehensive financial plans.
• Assess clients' financial situations and identify wealth strategies.
• Recommend insurance and investment solutions aligned with goals.
• Provide ongoing guidance as clients' needs evolve.
• Build and manage a client portfolio; collaborate with mentors.
• Stay informed on financial products, market trends; ensure regulatory compliance.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Communication Skills

Integrity

Time Management

Education

Bachelor’s degree in finance, business, economics, or related field

Job description

Company Description

Northwestern Mutual is a leading financial services company focused on helping individuals and families achieve long‑term financial security through personalized, people‑first plans. With substantial assets under management and a wide range of solutions—including life, disability, and long‑term care insurance, annuities, brokerage and advisory services, and wealth management—Northwestern Mutual serves millions of clients across the United States. The company supports a nationwide field force of financial advisors and corporate teams in Milwaukee and New York, and promotes diversity as a driver of innovation and strength. Financial representatives and interns operate as independent contractors, benefiting from Northwestern Mutual’s established brand, training, and resources while building their own practices.

Role Description

This full‑time, on‑site Financial Advisor role is based in the Miami–Fort Lauderdale area and includes structured training and mentorship. The Financial Advisor will work directly with clients to develop comprehensive financial plans, assess current financial situations, and identify strategies for wealth accumulation, risk management, and retirement readiness. Daily responsibilities include conducting client meetings, gathering and analyzing financial data, recommending appropriate insurance and investment solutions, and providing ongoing guidance as clients’ needs evolve. The role also involves building and managing a client portfolio, collaborating with mentors and experienced advisors, staying informed about financial products and market trends, and adhering to regulatory and compliance standards.

Qualifications

• Strong foundation in Financial Planning and Financial Advisory to evaluate client needs and create tailored strategies.
• Knowledge of Finance and Investments to explain risk, return, and portfolio diversification in accessible terms.
• Experience or interest in Retirement Planning to help clients design long‑term income and protection strategies.
• Excellent communication, interpersonal, and relationship‑building skills, with the ability to present complex concepts clearly.
• High level of integrity, professionalism, and commitment to client‑centered service.
• Self‑motivated with strong organizational and time‑management skills, capable of growing and maintaining a book of business.
• Bachelor’s degree in finance, business, economics, or a related field preferred; relevant licenses (e.g., state insurance license, FINRA securities registrations) or willingness to obtain them with company support.
• Ability to work on‑site in the Miami–Fort Lauderdale area and to participate fully in training and mentorship programs.