Financial Advisor

Northwestern Mutual The South Florida Group is hiring a Financial Advisor / Financial Representative in Fort Lauderdale, FL. The position starts as a Financial Representative and focuses on growing a client base through financial planning, while progressing through training and required licenses toward the opportunity to become a business owner.

Role Overview

As a Financial Advisor, you will build and maintain personalized, holistic financial plans designed around each client’s unique needs. The role also emphasizes developing strong relationships across different stages of life, supporting clients through ongoing planning and policy management.

Key Responsibilities

• Grow your client base through new connections, referral network development, and consistently delivering a strong client experience
• Create personalized, holistic financial plans tailored to each client’s goals and circumstances
• Manage client financial plans to help clients work toward their objectives
• Strengthen and maintain client relationships to support them through every stage of life

Requirements

• Bachelor’s degree
• Entrepreneurial ambitions to become a business owner
• Demonstrated 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 communication skills
• Strong motivation and drive
• Legal authorization to work in the US without sponsorship

Onsite Location and Job Type

• Location: Fort Lauderdale, FL (onsite)
• Work location: In person
• Ability to commute: Fort Lauderdale, FL 33338 (required)
• Job type: Full-time
• Location details: Fort Lauderdale, FL 33338 (required)

Training, Licensing & Designations

Northwestern Mutual is recognized for maintaining one of the best-trained sales forces in the country. The award-winning curriculum is designed to support your first three years in the business, featuring input from industry experts, training on client acquisition, and access to a national network of tenured financial advisors to learn through first-hand experience.

To become a Financial Advisor, you must obtain the following licenses:

• Life/Accident & Health Certifications
• Securities Industry Essentials (SIE)
• Series 6, 7, and 63

The role also includes Certified Financial Planner® licensing support.

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% advisor annual earnings of $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 earned for continued client support and policy management
• Bonus programs and expense allowances

Benefits include:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid training
• Retirement plan
• 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

Education and Experience

• Education: Bachelor’s (required)
• Experience: Finance: 1 year (preferred)