Financial Advisor Position Available In Collier, Florida
Tallo's Job Summary: This full-time Financial Advisor role in Naples, FL involves creating customized financial plans to help clients achieve their goals. Responsibilities include financial assessments, retirement planning, investment advising, and holistic financial guidance. The position offers uncapped commission and unlimited earning potential. Qualifications include residing in Southwest Florida, connecting with people, and a desire to help others. Benefits include support for licensing, medical insurance, retirement package, life and disability insurance, professional development, incentives, and more.
Job Description
Company Description With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services. Role Description This is a full-time on-site role for a Financial Advisor located in Naples, FL. The Financial Advisor will be responsible for developing and implementing customized financial plans for clients to help them achieve their financial goals. Day-to-day tasks include conducting financial assessments, retirement planning, investment advising, and providing holistic financial guidance. The Financial Advisor will work closely with clients to understand their needs and offer personalized solutions that encompass all aspects of their financial lives. This role offers uncapped commission and unlimited earning potential. Qualifications Must live in Southwest Florida (Fort Myers, Naples, Cape Coral, LaBelle, Estero, Bonita Springs and all surrounding areas in SWFL) General knowledge of the SWFL community You know how to connect with people & build personal, trusted relationships. Financial planning is interesting to you and you have the motivation to learn and continue your education. You want to help people and their families. You have had past success in sales, athletics, military, client services, or client facing roles Beyond income, you’ll also have access to a comprehensive benefits package: Support for licensing and designations: S215, IE, Series 6, Series 63, CFP®, and more Residual income Comprehensive medical insurance Retirement package and fully funded pension plan Life and disability insurance Health care and dependent care reimbursement accounts Family Planning / Adoption Assistance Professional development assistance Intensive training and education Incentives, bonuses, paid vacations
