Northwestern Mutual Group
Company Description
Northwestern Mutual is a leading financial services company, offering tailored advice and solutions to empower individuals to achieve financial clarity and security. With $265 billion in assets under management and over 4.5 million clients nationwide, Northwestern Mutual provides life, disability income, and long-term care insurance, as well as investment, retirement, and advisory services. Our company prides itself on a people‑first approach and longstanding commitment to diversity, which strengthens our ability to shape the future of financial security. Headquartered in Milwaukee, with additional offices in New York and a nationwide field force of financial advisors, we continue to grow and foster financial wellness for individuals and families nationwide.
Role Description This is a full-time hybrid role for a Financial Advisor, based in St. Petersburg, FL, with some flexibility for remote work. The Financial Advisor will work directly with clients to provide personalized financial planning and guidance. Responsibilities include assessing clients’ financial goals, developing tailored investment and retirement strategies, advising on financial products and insurance solutions, and helping clients make informed decisions to secure their financial futures. The Financial Advisor will also cultivate strong client relationships and stay up‑to‑date with market trends and financial planning best practices.
Qualifications
Expertise in Financial Planning, including creating and implementing personalized financial strategies
Proficiency in Finance, Investments, and Retirement Planning to offer comprehensive advice to clients
Experience in Financial Advisory roles with a client‑focused approach
Strong communication and interpersonal skills to build trust and long‑term relationships
Attention to detail, analytical skills, and the ability to remain up‑to‑date with changes in financial regulations and market trends
Relevant certifications such as CFP® (Certified Financial Planner) or progress toward certification is preferred
Ability to work collaboratively in a hybrid environment, including in‑office and remote tasks
Bachelor’s degree in finance, economics, business, or a related discipline is desirable
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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Role Description This is a full-time hybrid role for a Financial Advisor, based in St. Petersburg, FL, with some flexibility for remote work. The Financial Advisor will work directly with clients to provide personalized financial planning and guidance. Responsibilities include assessing clients’ financial goals, developing tailored investment and retirement strategies, advising on financial products and insurance solutions, and helping clients make informed decisions to secure their financial futures. The Financial Advisor will also cultivate strong client relationships and stay up‑to‑date with market trends and financial planning best practices.
Qualifications
Expertise in Financial Planning, including creating and implementing personalized financial strategies
Proficiency in Finance, Investments, and Retirement Planning to offer comprehensive advice to clients
Experience in Financial Advisory roles with a client‑focused approach
Strong communication and interpersonal skills to build trust and long‑term relationships
Attention to detail, analytical skills, and the ability to remain up‑to‑date with changes in financial regulations and market trends
Relevant certifications such as CFP® (Certified Financial Planner) or progress toward certification is preferred
Ability to work collaboratively in a hybrid environment, including in‑office and remote tasks
Bachelor’s degree in finance, economics, business, or a related discipline is desirable
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
#J-18808-Ljbffr