Private Wealth Advisor - Financial Advisor Training Program

Northwestern Mutual; Tampa (FL); On-site; USD 67,000 - 120,000; Full time

Job summary

Join a forward-thinking company that empowers individuals to achieve financial success. As a financial professional, you'll utilize your talents to help clients navigate their financial journeys, offering tailored advice and strategies. With comprehensive training and mentorship, you'll have the resources to build a rewarding career while making a significant impact in your community. This role is ideal for those with an entrepreneurial spirit and a desire to create lasting relationships. Experience a performance-based compensation structure that rewards your efforts and allows for substantial earnings potential.

Benefits

Comprehensive medical, dental, and vision insurance

NM-Funded Retirement Package and Pension Plan

Life Insurance and Disability Income Insurance

Health care and dependent care reimbursement accounts

Reimbursement for licensing and ongoing education

Access to products and planning

Parental benefits at every stage of family planning

Qualifications

• Looking for self-starters with a history of personal and professional success.
• Prior sales and/or business experience preferred.

Responsibilities

• Help clients develop and implement financial plans.
• Guide clients through insurance and investment strategies.

Skills

Strong communication skills

Networking capabilities

Sales experience

Entrepreneurial spirit

Education

Bachelor's degree from a 4-year institution

Job description

4 days ago Be among the first 25 applicants

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A career with Northwestern Mutual brings mutual success. When you bring your talent, hard work, and experience, we offer the training, mentorship, and resources to help you achieve your definition of success and discover your unlimited potential – in leadership, income, and community impact.

Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.

A successful advisor has typically reached a ceiling and is looking for a career change where they can utilize and maximize their talents. We welcome individuals from diverse backgrounds who possess an entrepreneurial spirit, grit, motivation, are self-starters, and are looking to create an impact. In addition to these qualities, we are looking for professionals who have:

- Bachelors degree from a 4-year institution

- Prior sales and/or business experience preferred

- Possess a history of personal and professional success

- Ability to commute to the Tampa office (Westshore District) and ability to work on-site

- Strong communication skills inclusive of networking capabilities

Northwestern Mutual brings together career changers from a variety of backgrounds including but not limited to:

- Business Development

- Hospitality

- Military Veterans

Our commitment to our career-changers exploring this opportunity is providing the top Financial Advisor training program in the nation, as well as mentorship for the first five years of your career from industry experts and top-rated Forbes Advisors.

Our compensation structure is performance-based with multiple recurring revenue streams. As part of your start-up, we provide a competitive bonus opportunity. In a time of market uncertainty, our compensation allows you to control your earnings, vision, and progression:

Average vs Top 25% vs Top 10%

Year 1 | $67,611 - $119,014 - $149,946

Year 5+ |$457,047 - $1,271,219 - $2,407,536

Northwestern Mutual provides a comprehensive benefits package:

- Comprehensive medical, dental, and vision insurance

- NM-Funded Retirement Package and Pension Plan

- Life Insurance and Disability Income Insurance

- Health care and dependent care reimbursement accounts

- Reimbursement for licensing and ongoing education

- Access to our products and planning

- Parental benefits at every stage of family planning

______________________________________________________________________

About Northwestern Mutual:

Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

Awards and Accolades:

- One of the “World’s Most Admired” companies (FORTUNE Magazine, 2024)

- One of “America’s Best Large Employers” (Forbes Magazine, 2023)

- One of “America’s Greatest Workplaces for Diversity” (Newsweek, 2023)

- Top 50 Employers (Equal Opportunity Magazine, 2023)

- Best Places to Work #82 (Glassdoor, 2021)

- Highest Rated CEO's (Glassdoor, 2021)

Location: 1511 N Westshore Blvd Tampa, FL

As part of the Northwestern Mutual hiring process, verification of a candidate's background will be required, which includes Federal Bureau of Investigation fingerprint submission for review against nationwide fingerprint records.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Business Development

• Industries

  Financial Services, Investment Management, and Insurance

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