Mentored Financial Advisor in Miami-Fort Lauderdale

Northwestern Mutual - The South Florida Group; Florida; On-site; USD 60,000 - 95,000; Full time

Job summary

Northwestern Mutual in the Miami–Fort Lauderdale area is seeking an on-site Financial Advisor to help clients build long-term financial security through comprehensive planning and ongoing guidance. You will meet with clients to analyze finances, design wealth strategies, and recommend insurance and investment solutions while adhering to regulatory standards.

The role includes structured training and mentorship to develop a successful practice, with opportunities to grow a book of business and

Qualifications

• Strong foundation in financial planning and advisory to assess client needs and create tailored strategies.
• Knowledge of retirement planning and wealth management concepts.
• Excellent communication and relationship-building skills.
• High integrity, professionalism, and client-centered service.
• Willingness to obtain licenses with company support.

Responsibilities

• Meet with clients to develop comprehensive financial plans.
• Assess clients' financial situations and identify wealth strategies.
• Recommend insurance and investment solutions aligned with goals.
• Provide ongoing guidance as clients' needs evolve.
• Build and manage a client portfolio; collaborate with mentors.
• Stay informed on financial products, market trends; ensure regulatory compliance.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Communication Skills

Integrity

Time Management

Education

Bachelor’s degree in finance, business, economics, or related field

Job description

Northwestern Mutual in the Miami–Fort Lauderdale area is seeking an on-site Financial Advisor to help clients build long-term financial security through comprehensive planning and ongoing guidance. You will meet with clients to analyze finances, design wealth strategies, and recommend insurance and investment solutions while adhering to regulatory standards.

The role includes structured training and mentorship to develop a successful practice, with opportunities to grow a book of business and