Northwestern Mutual - The South Florida Group · 1 day ago
Financial Advisor (Mentorship, Licensing, Training Provided)
Naples, FL
Full-time
Onsite
Entry Level
$80K/yr - $120K/yr
1+ years expNorthwestern Mutual - The South Florida Group is seeking a Financial Advisor to help clients achieve their financial dreams through expert planning. The role involves expanding the client base, developing personalized financial strategies, and managing client goals throughout their financial journey.
Financial Services
No H1B
Hiring Manager
Jonathan Ramirez, CFP®RICP®CLU®
Responsibilities
Grow Your Network: Expand your client base through new connections and a strong referral system
Create Tailored Plans: Develop personalized, holistic financial strategies
Support Client Goals: Manage and adapt financial plans to meet evolving client needs
Build Lasting Relationships: Guide clients through every stage of their financial journey
Qualification
Required
Bachelor's degree
Legal authorization to work in the US without sponsorship
Strong relationship-building skills
Excellent time-management
Continuous learning mindset
Proficient critical thinking
Strong communicator
Motivated and driven
Preferred
Sales: 1 year
Life Insurance License
FINRA License
Benefits
401(k)
Health insurance
Life insurance
Bonus opportunities
Commission only
Commission pay
Company
Northwestern Mutual - The South Florida Group
For years, we've helped families and businesses across South Florida reach their financial goals.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Kristi Holmes
Chief Operating Officer
Company data provided by crunchbase