Financial Advisor / Business Development - St. Johns County, FL jobs in United States
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Northwestern Mutual · 1 day ago

Financial Advisor / Business Development - St. Johns County, FL

Northwestern Mutual is a leading financial services company with a rich history of helping clients achieve financial security. They are seeking individuals to become financial advisors, offering comprehensive training and support to build a successful business. The role involves client acquisition and relationship management, with a focus on continuous learning and development.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Responsibilities

Build and manage client relationships
Develop financial plans for clients
Provide ongoing support and service to clients
Participate in training and development programs
Obtain necessary licenses and certifications
Engage in business development activities
Collaborate with mentors and industry experts

Qualification

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6Series 63Certified Financial Planner®DriveRelationship-buildingTime-managementCritical thinkingCommunicationMotivation

Required

Legal authorization to work in the US without sponsorship
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Obtain Life/Accident & Health Certifications
Obtain Securities Industry Essentials (SIE)
Obtain Series 6 or 7
Obtain Series 63

Benefits

401(k)
401(k) matching
Dental insurance
Financial planning services
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase