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Financial Advisor / Wealth Management Advisor

Company: Northwestern Mutual Striano Financial Group
Location: Boca Raton
Posted on: May 2, 2021

Job Description:

Our financial advisory firm is seeking new Financial Representatives to join our growing practice in South Florida. Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.Financial Representatives are supported by training programs, mentoring, and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on:

  • Comprehensive Financial Planning - Personal Planning Analysis
  • Asset & Income Protection - Education Funding
  • Investment & Advisory Services - Trust Services
  • Estate Analysis and Retirement Solutions
  • Business Needs Analysis - Employee & Executive BenefitsResponsibilities:
    • Offer a personalized approach to providing customized solutions tailored to each client s long term financial goals and objectives.
    • Provide needs-based analysis to help ensure the client s needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments.
    • Create a referral based practice to build your clientele.Financial Representative Benefits:Northwestern Mutual is committed to offering a comprehensive benefit program:
      • Top-Ranked Training Program
      • Competitive Benefits Package
      • Leadership Opportunities
      • Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC)
      • Personalized Mentorship from Top Advisors and Industry Leaders
      • Unlimited Earning Potential
      • 2 pension plans
      • Culturally diverse team with award winning agency culture.Preferred Qualifications:
        • 4-year College Degree (preferred)
        • Strong interpersonal and networking skills
        • Self-starter and highly motivated
        • 2 years of client facing experience
        • History of high achievement demonstrated by rapid growth and consistent, measurable results
        • Track record of outperforming peers
        • Ability to develop lasting, meaningful relationships as well as influence othersAccolades, Ratings and AssessmentsNorthwestern Mutual is annually honored as one of the World s Most Admired Companies in the life insurance industry according to FORTUNE Magazine s annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 39 times to identify the companies that are among the Most Admired in their industry, 39 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the 50 Best Companies to Sell For by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry.Business Week recently recognized Northwestern Mutual as one of the Best Places to Launch a Career .Northwestern Mutual has consistently been named one of the Best Places to Work by Glassdoor.com.Job Type: Full-timePay: $72,000.00 - $225,000.00 per year Associated topics: call center, guest, healthcare, inside sales, insurance sales, outside sales, phone, retail, sales, sell

Keywords: Northwestern Mutual Striano Financial Group, Boca Raton , Financial Advisor / Wealth Management Advisor, Executive , Boca Raton, Florida

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