Own Your Client Portfolio — Financial Advisor

Northwestern Mutual; Saint Petersburg (FL); On-site; USD 70,000 - 200,000; Full time

Benefits offered by this job

Commission-based pay

Stipends first 6 months

Licensing support

Retirement plan

Health insurance

Job summary

Northwestern Mutual is hiring a Client Portfolio Executive for the St. Petersburg office to develop long-term relationships and build a personal book of business. This role focuses on prospecting, networking, and consultative selling to help individuals, families, and business owners meet financial goals.

You will identify clients, uncover needs, present planning recommendations, and own the results of your work with training, mentorship, and licensing support provided by the company.

Qualifications

• Experience in sales or business development with a proven track record.
• Ability to build relationships and earn trust with clients.
• Willingness to prospect, network, and own results.

Responsibilities

• Build and grow your own book of business with new and existing clients.
• Identify prospective clients, uncover needs, and recommend solutions.
• Conduct discovery conversations to align goals and financial priorities.
• Present financial planning recommendations and drive action.
• Maintain and update client plans as needs evolve.

Skills

Sales experience

Relationship building

Prospecting

Networking

Education

4-year degree or equivalent

Tools

Planning software

Job description

Northwestern Mutual is hiring a Client Portfolio Executive for the St. Petersburg office to develop long-term relationships and build a personal book of business. This role focuses on prospecting, networking, and consultative selling to help individuals, families, and business owners meet financial goals.

You will identify clients, uncover needs, present planning recommendations, and own the results of your work with training, mentorship, and licensing support provided by the company.