Financial Advisor (Lake Nona)
Northwestern Mutual is a leading financial services company that has been providing innovative financial planning for over 165 years. They are seeking a Financial Advisor who will help clients achieve their financial goals through personalized planning and relationship building. The role involves growing a client base, managing financial plans, and providing a great client experience while receiving extensive training and support from the company.ResponsibilitiesGrow your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized, holistic financial plans tailored to every client’s unique needsManage your client’s financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeSkillsLegal authorization to work in the US without sponsorshipDesire for continuous learning and collaborationStrong communicatorStrong sense of motivation and driveExcellent time-management skillsProficient critical thinking skillsHistory of success in relationship-building or client-facing rolesBachelor's degree preferred but not requiredEntrepreneurial ambitions to be a business ownerBenefitsFully company-funded retirement package and pension planCompetitive and comprehensive medical, vision, and dental plansLife Insurance and Disability Income InsuranceParental benefits at every stage of family planningCompany OverviewNorthwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is https://www.northwesternmutual.com.
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