Financial Planning Advisor — Flexible Schedule & Growth

Northwestern Mutual; Miami (FL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Professional development

Competitive pay with incentives

Mentorship support

Work-life balance

Community impact

Job summary

Northwestern Mutual is a Fortune 500 financial services leader that helps individuals and businesses meet their goals through personalized planning and protection.

As a Financial Representative, you will build lasting relationships, deliver comprehensive strategies, and grow with a collaborative team that values mentorship and community impact. The role offers sponsorable licenses and a clear path to advancement in a supportive office network across South Florida.

Qualifications

• Bachelor's degree preferred for consideration.
• Experience in financial services or business development is helpful but not required.
• Licenses such as Series 6, 63, and state life/health licenses may be sponsored.

Responsibilities

• Consult with clients to understand financial goals and provide tailored planning.
• Develop comprehensive financial plans including investments and insurance.
• Recommend and implement insurance solutions to protect assets and income.
• Support clients with ongoing updates and adjustments to plans.
• Network to build 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 is a Fortune 500 financial services leader that helps individuals and businesses meet their goals through personalized planning and protection.

As a Financial Representative, you will build lasting relationships, deliver comprehensive strategies, and grow with a collaborative team that values mentorship and community impact. The role offers sponsorable licenses and a clear path to advancement in a supportive office network across South Florida.