Financial Advisor - Training Provided

Northwestern Mutual; Wesley Chapel (FL); On-site; USD 98,000 - 280,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Health Savings Account (HSA)

Life Insurance

Disability Insurance

Flexible Schedule

Professional Development Assistance

Retirement Package and Pension Plan

Referral Program

Job summary

Northwestern Mutual seeks Financial Advisors in Wesley Chapel, FL, to develop client relationships and provide holistic financial planning for individuals, families, and business owners.

You’ll guide clients through retirement, investments, business planning, and risk management with the support of a specialist team and licensing sponsorship. Training and growth are emphasized in a structured program.

Qualifications

• Bachelor’s degree preferred but not required.
• Excellent communication and interpersonal abilities.
• Self-motivated with a results-drive.
• Able to build and maintain professional client relationships.
• Strong organizational and time-management skills.
• Willingness to obtain required professional licenses.

Responsibilities

• Develop new client relationships and provide financial planning guidance.
• Advise individuals, families, and business owners on financial decisions.
• Assist with retirement, investments, business planning, life and disability insurance.
• Collaborate with a team of specialists and office support to service clients.
• Pursue licensing and professional development sponsorships.

Skills

Interpersonal skills

Communication skills

Self-motivated

Goal oriented

Build trust

Time management

Coachable

Help others financially

Licensing readiness

Education

Bachelor’s degree preferred

Job description

We are currently looking to add 2-3 highly motivated individuals to our growing team in Wesley Chapel, Florida. Whether you're an accomplished professional seeking a more entrepreneurial career path or a successful career changer looking for greater purpose, flexibility, and income potential, we'd love to connect.

This opportunity is designed for individuals with a strong work ethic, competitive drive, and a genuine desire to help others achieve financial security. You'll receive hands-on mentorship, professional coaching, and a proven development program as you build your own financial planning practice and grow into a leadership role.

If you're ambitious, coachable, and excited about building a business while making a meaningful impact in people's lives, this may be the opportunity you've been looking for.

About the Role

As a Financial Advisor, you will develop new client relationships and provide guidance to individuals, families, and business owners through comprehensive financial planning strategies.

You'll help clients navigate important financial decisions involving:

• Retirement Planning
• Investment Strategies
• Business Planning
• Life and Disability Insurance

As the primary advisor for your clients, you'll have access to a team of specialists, advanced planning resources, and office support to help you deliver exceptional client experiences.

Training & Development

No prior financial services experience is required. Many of our most successful advisors came from backgrounds in sales, education, healthcare, athletics, military service, business ownership, and management.

Our comprehensive training and development program includes:

• Intensive onboarding and training
• Licensing sponsorship and exam preparation
• Ongoing mentorship from experienced leaders
• Weekly coaching and professional development
• Access to top-performing advisors and industry experts

Licensing & Credentialing Support

We sponsor and support the following licenses and registrations:

• Florida Life, Health & Variable Annuity License
• SIE (Securities Industry Essentials)
• Series 6 or Series 7
• Series 63 or Series 66

Additional professional designations may also be available as your career progresses.

Desired Skills & Qualifications

• Bachelor's degree preferred but not required
• Strong interpersonal and communication skills
• Self-motivated and goal-oriented
• Ability to build trust and maintain professional relationships
• Strong organizational and time-management skills
• Coachable with a growth mindset
• Passion for helping others succeed financially
• Willingness to obtain required professional licenses and registrations

We Welcome Professionals From Backgrounds And Work Experience Including But Not Limited To:

• Sales and Business Development
• Leadership and Management
• Insurance
• Military Service
• Athletics and Competitive Sports
• Education
• Small Business Ownership

Compensation Range: $98,000 - $280,000+ per year

Compensation is performance-based and includes:

• Commission income
• Bonus programs (especially in early development)
• Signing bonus opportunities
• Renewable income opportunities
• Leadership incentives
• Additional incentive programs
• Sponsorship of Licensing/Credentialing

(Average annual earnings during an advisor's first four years are $99,000/yr. Advisors with five or more years of experience earn an average of $717,000 annually.)

• Health Insurance
• Vision Insurance
• Health Savings Account (HSA)
• Life Insurance
• Disability Insurance
• Flexible Schedule
• Professional Development Assistance
• Retirement Package and Pension Plan
• Referral Program

About Northwestern Mutual

For more than 165 years, Northwestern Mutual has helped individuals, families, and business owners achieve financial security through a comprehensive approach that combines financial planning, investments, insurance, and wealth management solutions.

As a Fortune 100 company, Northwestern Mutual provides advisors with industry-leading resources, a respected brand, and a strong support system while offering the opportunity to build an independent business and create lasting impact within their communities.

Check out this video for more on Training & Development: https://careers.northwesternmutual.com/training-development-introduction/