Financial Advisor

Northwestern Mutual Orlando, FL $61,000 - $250,000

Full Time Entry Level

Posted 3 weeks ago

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About This Role

Serve as a financial advisor, building and managing personalized financial plans for clients to help them achieve their goals. Grow a client base through new connections and referrals, providing an exceptional client experience.

Responsibilities

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life

Requirements

Bachelor’s degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship

Qualifications

Bachelor’s degree

Benefits

Dental Insurance

Parental benefits

Pre-payment/reimbursement for course tuition fees and books for required licenses

Vision Insurance

Fully company-funded retirement package and pension plan

Life Insurance

Medical Insurance

Disability Income Insurance

Certified Financial Planner® licensing support

About Northwestern Mutual

Northwestern Mutual is 1 of the largest financial services companies in the country with a strong reputation including, AAA financial strength rating, $244 billion in Wealth Management, and #1 provider of Life Insurance.

Finance

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