Financial Planning Advisor: Flexible Schedule & Growth

Northwestern Mutual; Naples (FL); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Retirement

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Northwestern Mutual – Lawhon Network is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and comprehensive financial planning. You will build long-term client relationships, identify needs, and deliver tailored financial strategies.

Join a team dedicated to growth, mentorship, and making a meaningful impact in the community, with opportunities for advancement and a flexible, supportive environment.

Qualifications

• Bachelor's degree strongly preferred.
• Previous experience in financial services or insurance beneficial but not required.
• Licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement strategies.
• Recommend and implement insurance solutions to protect assets and income.
• Provide ongoing support and adjust plans as circumstances change.
• Network to build and maintain client referrals and relationships.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Education

Bachelor's degree

Job description

Northwestern Mutual – Lawhon Network is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and comprehensive financial planning. You will build long-term client relationships, identify needs, and deliver tailored financial strategies.

Join a team dedicated to growth, mentorship, and making a meaningful impact in the community, with opportunities for advancement and a flexible, supportive environment.