Financial Advisor - Coaches and Educators

Northwestern Mutual is a trusted financial services company with a people-first approach to financial planning, aiming to uncover opportunities and address potential challenges for long-term financial security. With $265 billion in assets under management and over 4.5 million clients, the company provides comprehensive services such as life, disability, and long-term care insurance, annuities, investments, and wealth management solutions. Backed by a diverse and growing team, Northwestern Mutual is committed to fostering inclusivity and shaping the future of financial security.

Headquartered in Milwaukee and New York, the company supports its financial advisors nationwide. Learn more about opportunities at Northwestern Mutual Careers.

This full-time, on-site Financial Advisor role is based in Ormond Beach, FL. The Financial Advisor will provide tailored financial planning services to clients, helping them meet their financial goals through investments, retirement planning, and risk management. Daily tasks include meeting with clients, building financial strategies, advising on insurance and investment solutions, and staying informed on market trends to provide up-to-date recommendations.

The role emphasizes relationship building, education, and strategic planning for clients' financial security.

• Strong skills in Financial Planning and Retirement Planning
• Expertise in Finance and Investments
• Proficiency and experience in Financial Advisory practices
• Exceptional communication, interpersonal, and client relationship management skills
• Ability to develop tailored financial strategies and provide sound financial advice
• Certifications such as CFP (Certified Financial Planner) or desire to obtain certifications are a plus
• Relevant experience in financial services or advisory roles is highly desirable