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Northwestern Mutual The South Florida Group

Financial Advisor

Northwestern Mutual The South Florida Group
Naples, FL $90k - $150k/yr Full time Posted 36m ago
Advisor Business Development Financial Advisor Financial Planning Financial Services
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Job Description

Start building a financial planning practice with Northwestern Mutual in Naples, FL, beginning as a financial representative focused on client development and licensure.

Responsibilities

  • Grow your client base through new connections and strong referral networking
  • Deliver a great client experience
  • Create personalized, holistic financial plans tailored to each client’s needs
  • Manage clients’ financial plans to help them pursue their goals
  • Strengthen client relationships to support them through every stage of life

Requirements

  • Bachelor’s degree
  • Entrepreneurial ambitions to be a business owner
  • Demonstrated success in relationship-building or client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning and collaboration
  • Proficient critical thinking skills
  • Strong communication skills
  • Strong motivation and drive
  • Legal authorization to work in the US without sponsorship
  • Licensing requirements to become a financial advisor:
    • Life/Accident & Health Certifications
    • Securities Industry Essentials (SIE)
    • Series 6, Series 7, and Series 63

Compensation & Benefits

  • Pay: $90,000 - $150,000 per year
  • Performance-based earnings and revenue
    • Average advisor annual earnings: $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
    • Top 25% advisor annual earnings: $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
  • Additional income structure to support training and early development
  • Renewal income for continued client support and policy management
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, 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
  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid training
  • Retirement plan

Training, Licensing & Designations

  • Company recognized for maintaining one of the best-trained sales forces in the country
  • Commitment to continued training and development throughout your career
  • Award-winning curriculum designed to support your first three years in the business
  • Learn the art of client acquisition to support career longevity
  • Access to a national network of tenured financial advisors for firsthand learning

About Northwestern Mutual

  • For over 165 years, helps clients with comprehensive and innovative financial planning
  • Integrated approach includes insurance, investments, and annuities designed to work together
  • Financial Advisors are valued partners and business owners
  • Advisors are considered independent contractors for income tax purposes and a statutory employee for FICA tax purposes
  • Inclusive workplace where different viewpoints drive new successes

Location: Naples, FL (onsite) | Education: Bachelor’s degree

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