Holistic Financial Planner & Business Builder

Northwestern Mutual; Miami Beach (FL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement package

Medical, vision & dental plans

Licensing support

Performance-based earnings

Job summary

Northwestern Mutual is seeking a Financial Advisor candidate to start as a financial representative and build a planning practice. You’ll obtain licenses and leverage training to educate clients on investments, insurance, and retirement solutions while shaping your workday as a business owner.

Earn commissions through a performance-based structure with uncapped potential, supported by licensing reimbursement and a strong training curriculum designed for the first three years in the business.

Qualifications

• Bachelor’s degree is required or preferred for this opportunity.
• Entrepreneurial ambitions to run a business and own a practice.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management skills and ability to collaborate.
• Desire for continuous learning and strong critical thinking.
• Strong communication and motivation to succeed.

Responsibilities

• Grow your client base by making new connections and fostering referrals.
• Build personalized, holistic financial plans for clients’ needs.
• Manage clients’ financial plans to help achieve goals.
• Grow relationships with clients through life stages.

Skills

Entrepreneurial ambitions

Relationship-building

Time management

Continuous learning

Critical thinking

Communication

Motivation/drive

US work authorization

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking a Financial Advisor candidate to start as a financial representative and build a planning practice. You’ll obtain licenses and leverage training to educate clients on investments, insurance, and retirement solutions while shaping your workday as a business owner.

Earn commissions through a performance-based structure with uncapped potential, supported by licensing reimbursement and a strong training curriculum designed for the first three years in the business.