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Financial Advisor

Job in Estero, Lee County, Florida, 33928, USA
Listing for: Northwestern Mutual
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Consultant
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Helping clients with financial planning, wealth management and tax strategies

Join an award-winning firm at The South Florida Group, where we are dedicated to helping clients achieve their financial goals. Our team in Naples, Florida, is seeking motivated individuals to join us as Financial Advisors. This role offers a unique opportunity to make a significant impact on clients’ lives while developing a rewarding career.

Position Overview

As a Financial Advisor with The South Florida Group in Naples, you will have the opportunity to build and maintain strong relationships with clients by offering personalized financial strategies. You will work closely with clients to help them achieve their financial goals in areas such as retirement planning, insurance, investments, and wealth management.

Key Responsibilities
  • Develop and nurture long‑lasting relationships with clients.
  • Provide comprehensive financial planning and investment services tailored to individual client needs.
  • Utilize Northwestern Mutual’s extensive range of products and services to create personalized solutions.
  • Actively seek new client relationships through networking, referrals, and business development activities.
  • Continuously monitor and adapt clients’ financial plans as their needs evolve.
  • Stay informed about industry trends, regulations, and best practices to deliver exceptional service.
Qualifications
  • Strong communication and interpersonal skills.
  • A self‑motivated, goal‑oriented individual with a passion for helping others.
  • Ability to work independently and collaboratively within a team.
  • Prior sales, finance, or consulting experience is a plus, but not required.
  • Must obtain the necessary licenses to become a registered financial representative (training and support provided).
What We Offer
  • Comprehensive training and mentorship programs to support your career growth.
  • Competitive compensation with uncapped earning potential.
  • Opportunities for professional development and advancement.
  • A supportive and collaborative work environment.
  • Access to industry‑leading tools and resources.
How to Apply

If you’re ready to take the next step in your career and join a team dedicated to making a positive impact, we’d love to hear from you. Please submit your resume and a brief cover letter to [email address].

Become a part of The South Florida Group in Naples and start building a rewarding career today!

Seniority level

Not Applicable

Employment type

Full‑time

Job function

Sales, Finance, and Business Development

Inferred Benefits
  • Medical insurance
  • Vision insurance
  • Pension plan
  • 401(k)
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