Northwestern Mutual Clearwater · 7 hours ago
Financial Advisor
Clearwater, FL
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $200K/yrNorthwestern Mutual Clearwater is dedicated to helping clients achieve financial stability through personalized financial planning. As a Financial Advisor, you will build a clientele, educate clients on financial options, and manage client financial plans while benefiting from extensive training and mentorship.
Financial Services
No H1B
Hiring Manager
Scott Swedberg
Responsibilities
Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends
Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options
Influence— Present clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations
Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. You are in business for yourself but not by yourself!
Qualification
Required
4-year degree; or equivalent professional work experience
Prior sales and/or business experience
Entrepreneurial ambitions
Experience building meaningful relationships
Interpersonal skills for success in client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship
Must be located in Greater Tampa Bay Area or planning to move here imminently
Benefits
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
Company
Northwestern Mutual Clearwater
Northwestern Mutual is here for what’s most important—helping families and businesses experience the freedom of financial security for over 160 years.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase