Financial Advisor Northwestern Mutual - 3.7 North Miami Beach, FL Job Details Contract $88,340.49 - $106,388.55 a year 1 day ago Benefits Paid training Health insurance Dental insurance Tuition reimbursement Vision insurance Life insurance Retirement plan Qualifications Financial sales Research Corporate accounting Math Customer relationship management Full Job Description Job Summary We are seeking a dynamic and knowledgeable Financial Advisor to join our team and empower clients to achieve their financial goals through expert guidance and personalized strategies. In this role, you will provide comprehensive financial planning, investment management, and wealth management services, ensuring clients navigate complex financial concepts with confidence. Your expertise will help clients optimize their assets, plan for the future, and adhere to industry regulations, all while building lasting relationships based on trust and transparency. This position offers an exciting opportunity to make a meaningful impact in the lives of clients by delivering tailored financial solutions with enthusiasm and professionalism. Responsibilities Develop customized financial plans that incorporate estate planning, tax strategies, and investment management tailored to each client's unique needs. Advise clients on securities law compliance, financial regulations, and industry best practices to ensure adherence to legal standards. Conduct detailed financial analysis using advanced software tools to evaluate investment opportunities, portfolio performance, and risk management strategies. Manage client relationships by providing ongoing communication, updates on market trends, and proactive advice to optimize their financial health. Assist clients with wealth management services including cash flow analysis, asset allocation, retirement planning, and estate transfer strategies such as wills and trusts. Maintain up-to-date knowledge of financial markets, products, banking services, and industry regulations to deliver accurate guidance. Ensure all client interactions comply with FINRA (Financial Industry Regulatory Authority) standards and other relevant regulatory requirements. Experience Background in financial sales combined with excellent client relationship management skills. Knowledge of banking services expertise along with experience in public accounting or corporate accounting is a plus. Strong math skills paired with industry knowledge of financial regulations and industry standards for asset management. Prior experience providing investment client management services including research-based decision making and technical accounting practices. Join us if you're passionate about guiding clients through complex financial landscapes with clarity and confidence! We value energetic professionals who thrive on building meaningful relationships while delivering expert advice rooted in industry knowledge and compliance standards.

Pay:

$88,340.49 - $106,388.55 per year

Benefits:

Dental insurance Health insurance Life insurance Paid training Retirement plan Tuition reimbursement Vision insurance

Work Location:

In person