Wealth Management Advisor
Northwestern Mutual - The South Florida Group is a leading financial services company that offers a unique opportunity for individuals to become financial advisors. In this role, you will help clients achieve their financial goals by building personalized financial plans, managing client relationships, and growing your own client base through networking and referrals.ResponsibilitiesGrow your client base by making new connections, maintaining a strong referral networks, and providing a great client experienceBuild personalized, holistic financial plans tailored to every clientâs unique needsManage your clientâs financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeSkillsEntrepreneurial ambitions to be a business ownerHistory of success in relationship-building or client-facing rolesExcellent time-management skillsDesire for continuous learning and collaborationProficient critical thinking skillsStrong communicatorStrong sense of motivation and driveLegal authorization to work in the US without sponsorshipObtain Life/Accident & Health CertificationsObtain Securities Industry Essentials (SIE)Obtain Series 6, 7, and 63 licensesBenefitsRenewal income earned for continued client support and policy managementBonus programs and expense allowancesSupport for insurance licensing, Securities Industry EssentialsÂŽ, Series 6, Series 7, Series 63, and moreCertified Financial PlannerÂŽ licensing supportFully 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 OverviewFor years, we've helped families and businesses across South Florida reach their financial goals. It was founded in undefined, and is headquartered in Fort Lauderdale, Florida, US, with a workforce of 5001-10000 employees. Its website is http://southfloridagroup.nm.com/ .
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