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Financial Advisor

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Northwestern Mutual

2021-12-03 08:58:11

Job location Boca Raton, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

The Northwestern Mutual Striano Financial advisory firm is seeking new Financial Advisors to join our growing practice. We have openings coming available starting in January. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneur-ism.


Financial Advisors provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. They strive to understand their clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial success Financial Advisors are given the flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities.



Financial Representatives are supported by training programs, mentoring, and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on:

  • Comprehensive Financial Planning - Personal Planning Analysis
  • Asset & Income Protection - Education Funding
  • Investment & Advisory Services - Trust Services
  • Estate Analysis and Retirement Solutions
  • Business Needs Analysis - Employee & Executive Benefits


Responsibilities:

  • Offer a personalized approach to providing customized solutions tailored to each client's long term financial goals and objectives.
  • Provide needs-based analysis to help ensure the client's needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments.
  • Create a referral based practice to build your clientele.


We want people with different backgrounds and work experience, including but not limited to:

• Financial management, insurance, and financial services

• Executive leadership

• Community influencers

• Former athletes

• Military background

• Candidate must be an accomplished communicator with strong verbal and written skills

• Prior sales and/or business experience preferred


It is also a plus if you have strong interpersonal management skills, are a self-starter who is motivated to become an executive, and has had personal success and professional success.


A career with Northwestern Mutual not only provides outstanding income potential, but will provide you the opportunity of impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.


Additionally, Northwestern Mutual is committed to offering its Financial Advisors a comprehensive compensation and benefits program which includes:

• Exceptional Income Potential

• Leadership Opportunities

• Sponsorship of Licensing/Credentialing

• Development Stipends

• Expense Allowance

• Comprehensive Medical Coverage

• Retirement Package; Pension Plan

• Group Life and Disability Income Insurance


As a financial representative, a typical day may include:

• Digging deep with clients and prospects to help formulate financial strategies

• Developing tailored solutions for each client

• Training and coaching from people who know their stuff, who are experts in management and executives in the financial field

• Managerial team meetings to set goals

• Making calls to prospective clients



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