Independent Financial Advisor & Holistic Planner

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

Benefits offered by this job

Performance-based earnings

Retirement plan

Health insurance

Licensing support

Job summary

Northwestern Mutual invites you to become a financial advisor and build a personal practice focused on clients’ goals through comprehensive financial planning. You’ll start as a financial representative, growing your client base, delivering holistic plans, and guiding clients through life’s financial decisions.

We provide award-winning training, licensing support for Life/Health, SIE, Series 6/7/63, and ongoing development.

Qualifications

• Bachelor’s degree required and entrepreneurial mindset.
• Strong relationship-building and communication skills.
• Ability to manage time effectively and stay motivated.

Responsibilities

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

Skills

Entrepreneurial mindset

Relationship-building

Time management

Communication skills

Continuous learning

Critical thinking

Self-motivation

Motivation & drive

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to become a financial advisor and build a personal practice focused on clients’ goals through comprehensive financial planning. You’ll start as a financial representative, growing your client base, delivering holistic plans, and guiding clients through life’s financial decisions.

We provide award-winning training, licensing support for Life/Health, SIE, Series 6/7/63, and ongoing development.