Licensed Financial Advisor — Flexible Schedule & Growth

Northwestern Mutual; Fort Lauderdale (FL); Vor Ort; USD 65.000 - 110.000; Vollzeit

Benefits dieser Stelle

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Zusammenfassung

Northwestern Mutual's Lawhon Network in Fort Lauderdale is seeking a Wealth Management Advisor to build lasting relationships with individuals and businesses, delivering tailored financial plans and insurance solutions. You will guide clients through investments, retirement, and risk management, while identifying opportunities for growth and serving as a trusted financial partner.

You will collaborate with a team of advisors, receive ongoing mentorship, and participate in a culture focused on

Qualifikationen

• Bachelor’s degree strongly preferred.
• Experience in financial services, insurance or business development.
• Licenses such as Series 6, 63, and state insurance licenses.

Aufgaben

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect assets.
• Ongoing Support: Monitor plans and update strategies as needed.
• Networking: Build and maintain a client network through referrals and community involvement.

Kenntnisse

Interpersonal skills

Communication skills

Analytical thinking

Build rapport with clients

Ausbildung

Bachelor's degree preferred

Jobbeschreibung

Northwestern Mutual's Lawhon Network in Fort Lauderdale is seeking a Wealth Management Advisor to build lasting relationships with individuals and businesses, delivering tailored financial plans and insurance solutions. You will guide clients through investments, retirement, and risk management, while identifying opportunities for growth and serving as a trusted financial partner.

You will collaborate with a team of advisors, receive ongoing mentorship, and participate in a culture focused on