Financial Advisor - Licensing and Mentorship Support - Fortune 100 Firm

Northwestern Mutual The South Florida Group is hiring a Financial Advisor to build a client base, complete required licensing steps, and develop personalized, holistic financial plans. The role includes structured training during the first three years and ongoing mentorship through a national network of tenured financial advisors.

Role Overview

As a Financial Advisor, you will begin as a financial representative with a focus on client-building and obtaining the required licenses. You will partner with clients to create and manage financial plans designed around individual goals, while building relationships that support clients through different stages of life.

Key Responsibilities

• Grow your client base through new connections, referral networks, and a strong client experience
• Create personalized, holistic financial plans tailored to each client’s needs
• Manage clients’ financial plans to help them pursue defined goals
• Develop and maintain client relationships across key life milestones
• Start in an onboarding phase as a financial representative focused on client acquisition and licensing

Training, Licensing & Designations

• Access Northwestern Mutual’s award-winning curriculum built to support your first three years
• Learn through guidance from industry experts, focused on client acquisition and long-term career longevity
• Receive support and learn from a national network of tenured financial advisors
• Northwestern Mutual provides pre-payment or reimbursement for course tuition fees and books
• Support for insurance licensing, Securities Industry Essentials (SIE), Series 6, Series 7, Series 63, and more
• Certified Financial Planner (CFP) licensing support

Requirements

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

Location, Work Model, and Employment Type

• North Miami Beach, FL (onsite)
• Hybrid remote in North Miami Beach, FL 33169
• Full-time

Compensation & Income Details

• Performance-based earnings with additional income structure to support training and early development
• Renewal income for continued client support and policy management
• Average advisor annual earnings: $61K to $119K (based on 2018-2023 company average for representatives in the first 3 years)
• Top 25% advisor annual earnings: $137K to $250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
• Bonus programs and expense allowances

Benefits

• 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
• Support for insurance licensing, Securities Industry Essentials (SIE), Series 6, Series 7, Series 63, and more
• Certified Financial Planner (CFP) licensing support
• Parental benefits at every stage of family planning

Salary and Additional Information

• Salary range: $90,000 to $150,000 per year
• Education: Bachelor’s (required)
• Experience: Finance (1 year preferred)