Financial Advisor - Wealth Management Boca Raton
The Licensed Financial Advisor will provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, and education funding. Daily activities include speaking with clients and being a good listener. Team meetings, networking events, and building personal plans for clients to understand how to save for retirement while living for today. No need to cold call as you will learn referral language and have a calendar filled weekly. Being able to recommend what a client needs is key. You are not alone in your business at all-you have an entire TEAM helping you. Northwestern Mutual advisors are respected in the community for doing the right thing. Be apart of a winning culture!
Responsible for following up with your clients and good listening skills. Calling clients and getting new clients. Most policy owners at Northwestern Mutual own between 6-8 policies in a lifetime. You will be responsible for the CRM management system and your activity. This is a full-time advisor position. Assets under management with a variety of funds in the portfolio to choose from. Our team will help with leads and opportunities to get you off the ground fast. 401k setups, IRA, Investments, Brokerage accounts, and more. From Whole Life insurance to term, disability, and long-term care insurance.
Financial management is key. Executive leadership, former athletes, prior sales, and or business experience preferred. Must have great communication skills both verbal and written. 215 is needed to start, then your series 6 and 63 and SIE. REIMBURSEMENT FOR THE LICENSE IF NEEDED. Flexible schedule, renewals, top compensation, and medical with 401k. Looking for an advisor that wants un-capped income potential. Skies the limit, Being independent or build a team of your own. Become a group plan specialist or income protection specialist. Investment specialist with your investment license.
Our team is motivated by success and helping others find financial security. We enjoy working together with great enthusiasm to get things done. Sign-on bonus, paid 401k, PENSION, health ins. Northwestern Mutual is AAA+++ rated and is #1 in insurance and #3 in investments nationwide. A 167-year-old company - holistic financial planning from investments to insurance. You are a broker and can write all lines, not just Northwestern Mutual. Group plans and benefits as well as health insurance.