Wealth Management Advisor jobs in United States
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Northwestern Mutual - The South Florida Group · 1 day ago

Wealth Management Advisor

positionFort Lauderdale, FL
timeFull-time
remoteHybrid
seniorityEntry Level
money$61K/yr - $250K/yr
date3+ years exp

Northwestern Mutual is a leading financial services company that offers a unique opportunity for individuals to become financial advisors. In this role, you will build client relationships, develop personalized financial plans, and manage client portfolios to help them achieve their financial goals.

Financial Services
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Hiring Manager
Katherine Mignacca
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Responsibilities

Grow your client base by making new connections, maintaining a strong referral networks, 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

Qualification

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6Certified Financial Planner®Client relationship buildingDriveTime-management skillsCritical thinking skillsCommunicationMotivationDesire for continuous learning

Required

Life/Accident & Health Certifications
Securities Industry Essentials (SIE)
Series 6, 7, and 63 licenses
Legal authorization to work in the US without sponsorship
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

Benefits

Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
Certified Financial Planner® licensing support
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning

Company

Northwestern Mutual - The South Florida Group

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For years, we've helped families and businesses across South Florida reach their financial goals.
location
Fort Lauderdale, Florida, US
people-size5001-10000 employees
web-link
http://southfloridagroup.nm.com/

Funding

Current Stage
Late Stage

Leadership Team

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Kristi Holmes
Chief Operating Officer
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Company data provided by crunchbase