Own Your Client Portfolio: Growth‑Focused Financial Advisor

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

Benefits offered by this job

Commission-based income

Activity stipends

Recurring revenue potential

Licensing support

Retirement plan

Medical, dental, vision

Life and disability insurance

Family planning benefits

Job summary

Northwestern Mutual in Sarasota, FL is hiring a Client Portfolio Executive (Financial Advisor) to build a personal book of business and guide clients through financial decisions. You will prospect, network, and develop long-term relationships with individuals, families, and business owners, while learning Northwestern Mutual’s products and planning tools to deliver tailored solutions.

This is a performance-based role with income tied to client growth and success.

Qualifications

• Prior client-facing, sales, or business development experience.
• Track record of building relationships and earning trust.
• Confident initiating conversations with new people.
• Strong communication and follow-up skills.
• Entrepreneurial ambition and ownership mentality.
• Legal authorization to work in the U.S. without sponsorship.
• Located in Greater Sarasota area or willing to relocate imminently.

Responsibilities

• Identify prospective clients and grow your own book of business.
• Conduct discovery to understand goals and financial concerns.
• Present financial planning recommendations and help clients act.
• Develop your practice and potential to build a team.
• Use planning tools and software to educate clients.

Skills

Sales and business development

Client relationship management

Prospecting

Networking

Education

4-year degree or equivalent professional work experience

Tools

Planning software

Illustrations

Reporting tools

Job description

Northwestern Mutual in Sarasota, FL is hiring a Client Portfolio Executive (Financial Advisor) to build a personal book of business and guide clients through financial decisions. You will prospect, network, and develop long-term relationships with individuals, families, and business owners, while learning Northwestern Mutual’s products and planning tools to deliver tailored solutions.

This is a performance-based role with income tied to client growth and success.