Junior Financial Advisor – Flexible Schedule & Growth

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

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual is actively seeking a Financial Representative to join our team in Florida. You will collaborate with clients to understand their financial goals, design personalized plans, and guide them through investments, insurance, and retirement strategies.

Build lasting relationships and provide ongoing support in a dynamic, client‑centric environment. The role emphasizes professional development, sponsorship for required licenses, and a schedule that supports work-life balance within

Qualifications

• Education: A bachelor's degree is strongly preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Strong interpersonal skills

Excellent communication skills

Analytical thinking

Relationship building

Education

Bachelor's degree preferred

Job description

Northwestern Mutual is actively seeking a Financial Representative to join our team in Florida. You will collaborate with clients to understand their financial goals, design personalized plans, and guide them through investments, insurance, and retirement strategies.

Build lasting relationships and provide ongoing support in a dynamic, client‑centric environment. The role emphasizes professional development, sponsorship for required licenses, and a schedule that supports work-life balance within