Finance Jobs in North Miami Beach, FL

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Financial Advisor - Licensing and Mentorship Support - Fortune 100 Firm

Northwestern Mutual The South Florida Group North Miami Beach, FL

North Miami Beach, FL

Today

$90k - $150k/yr Full time Advisor Associate Financial Advisor Business Development

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Job Description

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)

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