Wealth-Building Client Portfolio Advisor

Ataraxis Wealth Management; Orlando (FL); On-site; USD 70,000 - 200,000; Full time

Benefits offered by this job

Commission-based income

Licensing support

Mentorship program

Training tools

Retirement plan

Medical insurance

Job summary

Northwestern Mutual, doing business as Ataraxis Wealth Management in Baldwin Park, Orlando, seeks a Client Portfolio Executive to build a personal book of business and guide clients through financial decisions. You will prospect, network, and develop long-term relationships with individuals and business owners, under mentorship and with licensing support.

You will learn Northwestern Mutual’s planning process and leverage tools to educate clients, with opportunities to grow into a team lead and

Qualifications

• 4-year degree or equivalent professional work experience.
• Legal authorization to work in the U.S. without sponsorship.
• Based in the Greater St. Louis area or plans to relocate imminently.

Responsibilities

• Client acquisition, prospecting, networking, and referral generation
• Building a personal book of business and long-term client relationships
• Conducting discovery conversations to understand client goals, priorities, and financial concerns
• Presenting financial planning recommendations and helping clients take action
• Learning Northwestern Mutual’s products, planning process, and market approach
• Using planning software, reporting tools, and illustrations to educate clients
• Maintaining and reviewing client plans as their needs evolve
• Developing your practice with the long-term opportunity to build a team

Skills

Prospecting

Networking

Relationship sales

Communication

Entrepreneurial mindset

Education

4-year degree or equivalent

Job description

Northwestern Mutual, doing business as Ataraxis Wealth Management in Baldwin Park, Orlando, seeks a Client Portfolio Executive to build a personal book of business and guide clients through financial decisions. You will prospect, network, and develop long-term relationships with individuals and business owners, under mentorship and with licensing support.

You will learn Northwestern Mutual’s planning process and leverage tools to educate clients, with opportunities to grow into a team lead and