Impactful Financial Advisor - Build Plans & Wealth

Northwestern Mutual; Coral Gables (FL); On-site; USD 42,000 - 72,000; Full time

Benefits offered by this job

Professional development

Income potential with incentives

Mentorship and support

Work-life balance

Community impact

Job summary

Northwestern Mutual is hiring a Financial Representative to help individuals and businesses reach their financial goals through personalized insurance solutions and planning. You will build long-term client relationships and provide tailored financial strategies.

Your role includes client consultations, comprehensive planning, and ongoing support, with access to mentorship, training, and sponsorship for essential licenses. This position emphasizes professional growth and community impact.

Qualifications

• Education: A bachelor's degree is strongly preferred.
• Experience in financial services, insurance or business development is beneficial but not required.
• Strong interpersonal and communication skills; ability to build trust with clients.

Responsibilities

• Engage with clients to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor plans and provide regular updates, adjusting as needed.
• Network to build and maintain a client base through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Education

Bachelor's degree

Job description

Northwestern Mutual is hiring a Financial Representative to help individuals and businesses reach their financial goals through personalized insurance solutions and planning. You will build long-term client relationships and provide tailored financial strategies.

Your role includes client consultations, comprehensive planning, and ongoing support, with access to mentorship, training, and sponsorship for essential licenses. This position emphasizes professional growth and community impact.