Naples, FL

Finance Jobs in Naples, FL

3 jobs found

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Today

Financial Advisor

Northwestern Mutual The South Florida Group Naples, FL

Naples, FL

Today

$90k - $150k/yr Full time Advisor Client Service Financial Advisor

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Job Description

Northwestern Mutual The South Florida Group is hiring a Financial Advisor in Naples, FL to help clients move from goals to actionable, personalized plans. This hybrid role combines relationship-driven service with entrepreneurial independence, supported by the resources of a Fortune 200 organization.

In this position, you will build long-term client relationships, translate client needs into tailored financial strategies, and grow your practice through networking and referrals. Paid training, professional mentorship, and a compensation structure designed around effort support your work as you develop expertise and deliver ongoing guidance.

Key Responsibilities

Develop and maintain strong client relationships by understanding individual financial needs and goals.
Create tailored financial plans covering investment management, retirement planning, and risk management solutions.
Actively pursue new business opportunities through networking, referrals, and community engagement.
Stay current on industry trends and continue professional development to provide a high level of service.

Qualifications

Bachelor’s degree.
Strong interpersonal and communication skills.
Self-starter with a passion for helping others and a drive to succeed.
Ability to manage multiple tasks and priorities effectively.

Compensation and Location

Location: Naples, FL (hybrid)
Salary: USD 90,000 to 150,000 per year

Benefits

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

Why Choose Northwestern Mutual The South Florida Group

Unlimited income potential: Uncapped earnings based on effort and dedication.
Professional growth: Industry-leading training and mentorship from experienced advisors.
Independence: Build your own practice with autonomy over decisions that support your success.
Impactful work: Help clients achieve financial goals and secure their futures through comprehensive planning and personalized strategies.
Supportive culture: A collaborative community emphasizing innovation, integrity, and excellence.

Perks and Additional Support

Comprehensive benefits package including medical, dental, and vision.
Sponsorship for professional designations and certifications.
Access to technology and resources to support your practice.
Uncapped income.

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2mo ago

Senior Financial Advisor

PFS Wealth Management Group Naples, FL

Naples, FL

2mo ago Closed

$150k - $300k/yr Full time Senior Advisor Client Service

This position is no longer accepting applications (closed Jul 25, 2026).

Job Description

Senior Financial Advisor role at PFS Wealth Management Group in Naples, FL, focused on managing and expanding client relationships, conducting reviews, developing new business, meeting production targets, and collaborating across teams. Compensation can reach up to $300k+ with potential future equity.

Responsibilities

Manage and Grow Your Book: Deepen existing client relationships and develop new ones through our lead flow and your network.
Conduct Client Reviews: Lead planning meetings and identify opportunities across retirement income, protection, group health, and business succession.
Develop New Business: Engage with provided leads, prospect strategically, build referral relationships, and grow your practice.
Hit Production Goals: Meet or exceed revenue goals while delivering exceptional client service.
Collaborate: Work closely with the PFS team across operations, investment, insurance, and marketing.

Requirements

Experience: 10+ years of successful financial sales or advisory experience.
Production Track Record: Demonstrated history of bringing on and closing business at meaningful levels.
Licensing: Life, Health & Annuities licenses required.
Securities Registration: Series 63 and 65 (or Series 66) required.
Book of Business: Existing book welcomed but not required. Our lead flow supports advisors at every stage.
Client Focus: Strong relationship-building, consultative, and client-first mindset.
Values Alignment: Alignment with PFS values and culture.

Benefits

Health Insurance
Life Insurance
Retirement
Errors & Omissions Insurance
Licensing Fees
Professional Development
Paid time off
Flexible schedule
Relocation assistance
Referral program

Job Details

Job Type: Full-time
Work Location: In person, Naples, FL
Pay: $150,000.00 - $300,000.00 per year
Benefits: Flexible schedule, Health insurance, Life insurance, Paid time off, Paid training, Parental leave, Professional development assistance, Relocation assistance, Retirement plan

Application Question

Do you currently hold a valid Series 65 or Series 66/7, along with a Life & Annuity insurance license?

Ability to Commute

Naples, FL 34103 (Preferred)

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6mo ago

Sales (Financial Services)

Northwestern Mutual The South Florida Group Naples, FL Hybrid

Naples, FL

6mo ago Closed

$90k - $150k/yr Full time 401k Bachelor's Degree Client Relationship Management

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

Hybrid remote Financial Advisor role in Naples, FL 34103 within Northwestern Mutual’s South Florida Group. No prior experience in the financial sector or a financial degree is required. We welcome candidates with exceptional interpersonal skills, a proven record of personal success, and a strong interest in business, finance, and entrepreneurship. This position offers entrepreneurial independence while benefiting from the backing of a Fortune 200 company, enabling you to make a meaningful difference in clients' lives.

Why choose Northwestern Mutual

Unlimited income potential with a compensation model that rewards hard work, featuring uncapped earnings
Professional growth through industry-leading training and mentorship from seasoned advisors
Independence to establish your own practice with autonomy in decision-making
Impactful work helping clients achieve their financial goals through comprehensive planning and personalized strategies
Supportive culture that values collaboration, integrity, and excellence

Key Responsibilities

Develop and maintain strong client relationships by understanding their unique financial needs and goals
Craft tailored financial plans covering investment management, retirement planning, and risk management solutions
Actively pursue new business opportunities through networking, referrals, and community involvement
Stay current on industry trends and pursue ongoing professional development to deliver top-tier service

Qualifications

Bachelor’s degree
Strong interpersonal and communication skills
A self-starter with a passion for helping others and a drive to succeed
Ability to manage multiple tasks and priorities effectively

Perks & Benefits

Comprehensive benefits package including medical, dental, and vision coverage
Sponsorship for professional designations and certifications
Access to cutting-edge technology and resources to support your practice
Uncapped income

Compensation & Work Arrangement

Salary: $90,000.00 – $150,000.00 per year

Job Type: Full-time

Location: Hybrid remote in Naples, FL 34103

Application

Visit our Website: Apply Now and start your journey with Northwestern Mutual!

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Finance Jobs in Naples, FL

Financial Advisor

Senior Financial Advisor

Sales (Financial Services)

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