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.
Responsibilities
- Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them achieve their goals
- Grow relationships with clients to support them through every stage of life
Skills
- Legal authorization to work in the US without sponsorship
- Desire for continuous learning and collaboration
- Strong communicator
- Strong sense of motivation and drive
- Excellent time-management skills
- Proficient critical thinking skills
- History of success in relationship-building or client-facing roles
- Bachelor's degree preferred but not required
- Entrepreneurial ambitions to be a business owner
Benefits
- Fully company-funded retirement package and pension plan
- Competitive and comprehensive medical, vision, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
Company Overview