Northwestern Mutual The South Florida Group offers award-winning training, strong support for licensing, and a benefits package designed for long-term financial advisors. This onsite role in Miami, FL combines relationship building, comprehensive planning, and an income model that includes performance-based earnings, renewal income, and retirement benefits.
This position starts with the foundation of becoming a financial representative, including client-building focus and the licenses needed to support clients with confidence. Northwestern Mutual is recognized for maintaining one of the best-trained sales forces in the country, with an award-winning curriculum built to support your first three years in the business.
What you will do
- Grow your client base through new connections, a strong referral network, and consistently delivering a great client experience
- Develop personalized, holistic financial plans tailored to each client’s unique needs
- Manage and support clients’ financial plans to help them work toward their goals
- Build ongoing client relationships and help clients navigate every stage of life
Requirements
- Bachelor’s degree
- 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
- Licensing required to become a financial advisor: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, Series 7, and Series 63
Training, licensing & support
- Award-winning curriculum designed to support your first three years in the business
- Training from industry experts on client acquisition and building career longevity
- Access to a national network of tenured financial advisors for first-hand learning
- Support for insurance licensing including Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
- Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books
- Certified Financial Planner® licensing support
Compensation & benefits
Salary: USD 90,000 - 150,000 per year.
- Performance-based earnings and revenue1
- Average advisor annual earnings of $61K-$119K (2018-2023 company average for representatives in the first 3 years)
- Top 25% advisor annual earnings of $137K-$250K (2018-2023 company data for top quartile advisors in the first 3 years)
- Additional income structure to support training and early development
- Renewal income earned for continued client support and policy management
- Bonus programs and expense allowances
- Fully company-funded retirement package and pension plan
- 401(k) and retirement plan support
- Competitive medical, vision, and dental plans
- Life insurance and disability income insurance
- Parental benefits at every stage of family planning
About Northwestern Mutual: For over 165 years, Northwestern Mutual has supported clients through comprehensive and innovative financial planning. Northwestern Mutual Financial Representatives are considered independent contractors for income tax purposes, and a statutory employee for FICA tax purposes.
Additional recognition: Top 5 US Independent Broker-Dealers, total company assets of $366 billion, Fortune 500 (June 2024), and awards including 2024 Training APEX Award winner.
