Northwestern Mutual’s Financial Advisor role with The South Florida Group is designed for people who want to build a financial planning practice while helping clients pursue long-term goals. The position starts with client-building as a financial representative and includes training, licensing support, and a performance-based compensation structure.

Role Overview

In this onsite opportunity based in Weston, FL, you will grow a client base, develop personalized financial plans, and educate clients on planning strategies that support investments for growth, insurance for protection, and retirement income solutions. You will also build relationships across different stages of life and develop a practice focused on a broad set of planning areas.

Key Responsibilities

Grow your client base through new connections, maintaining referral networks, and delivering a strong client experience
Create tailored, holistic financial plans based on each client’s needs
Manage client financial plans to support progress toward their goals
Develop ongoing client relationships to support them throughout life changes
Educate clients and deliver holistic financial plans that may include investments, insurance, and annuities for guaranteed retirement income
Start as a financial representative focused on client-building and obtaining required licenses
Build a financial planning practice covering: Planning Experience, Asset & Income Protection, Education Funding, Investment & Advisory Services, Trust Services, Retirement Solutions, and Business Needs Analysis

Requirements

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

Technologies

Securities Industry Essentials (SIE)
Series 6
Series 7
Series 63
Northwestern Mutual proprietary planning software
Certified Financial Planner®

Training, Licensing & Designations

Northwestern Mutual is recognized for maintaining one of the best-trained sales forces in the country
Training and development are provided throughout the career, including an award-winning curriculum designed to support the first three years
Access to industry experts and a national network of tenured financial advisors for learning through first-hand experience
To become a financial advisor, licenses required include Life/Accident & Health Certifications, SIE, and Series 6, 7, and 63
Pre-payment/reimbursement for course tuition fees and books is provided

Compensation & Benefits

Pay: $90,000.00 to $150,000.00 per year
Performance-based earnings and revenue: average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% 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, 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 medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning

Job Details

Job type: Full-time
Work location: Hybrid remote in Weston, FL 33331
Preferred location: Weston, FL 33331
Experience: Finance 1 year (preferred)
Education: Bachelor’s (required)
Benefits listed: 401(k), dental insurance, flexible schedule, health insurance, life insurance, paid training, retirement plan

Financial Advisor

Job Description