Wealth Management Advisor
Northwestern Mutual · Fort Lauderdale, FL · 1 mo ago
On-siteFinance$137k–$250k/yrFull-time
About the role
Embark on a rewarding career where you can help clients achieve their financial dreams through expert planning.
Responsibilities
- Grow Your Network: Expand your client base through new connections and a strong referral system.
- Create Tailored Plans: Develop personalized, holistic financial strategies.
- Support Client Goals: Manage and adapt financial plans to meet evolving client needs.
- Build Lasting Relationships: Guide clients through every stage of their financial journey.
Requirements
- Bachelor's degree
- Entrepreneurial spirit
- Strong relationship-building skills
- Excellent time-management
- Continuous learning mindset
- Proficient critical thinking
- Strong communicator
- Motivated and driven
- Legal authorization to work in the US without sponsorship
Qualifications
- Financial Planning Experience
- Asset & Income Protection
- Education Funding
- Investment & Advisory Services
- Trust Services
- Retailer Solutions
- Business Needs Analysis
- Proprietary Tools
- Utilize State-of-the-art Planning Software
Skills
- Planning Experience
- Asset & Income Protection
- Education Funding
- Investment & Advisory Services
- Trust Services
- Retailer Solutions
- Business Needs Analysis
- Proprietary Tools
- Utilize State-of-the-art Planning Software
Benefits
- Fully funded retirement package
- Comprehensive medical, vision, and dental plans
- Parental benefits
Pay
Performance-based
$79,928.00 - $120,000.00 per year
Schedule
Full-time