Financial Planning Advisor

Northwestern Mutual; Coral Gables (FL); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Professional development

Competitive compensation

Mentorship program

Work-life balance

Community impact

Job summary

Northwestern Mutual in Florida is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long-term client relationships, develop plans including investments, insurance, and retirement, and be supported by a dedicated planning team and mentorship.

This role offers ongoing training, licensing sponsorship, flexible scheduling, and opportunities for advancement within a top

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or insurance is beneficial but not required.
• Strong interpersonal and communication skills.

Responsibilities

• Client consultations to understand goals and concerns.
• Develop comprehensive financial plans including investments and retirement.
• Recommend insurance solutions to protect assets and income.
• Provide ongoing support and regular plan updates.
• Build and maintain a referral network through community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Education

Bachelor's degree

Job description

Northwestern Mutual in Florida is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long-term client relationships, develop plans including investments, insurance, and retirement, and be supported by a dedicated planning team and mentorship.

This role offers ongoing training, licensing sponsorship, flexible scheduling, and opportunities for advancement within a top