Company Description

Northwestern Mutual is a financial services company that has been helping families and businesses achieve financial security for over 160 years. With a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today and in the future. Northwestern Mutual is dedicated to empowering our financial workforce nationwide as well as our home office professionals in Milwaukee, WI.

Role Description

This is a full-time on-site role for a Wealth Management Advisor at Northwestern Mutual in Orlando, FL. The Wealth Management Advisor will be responsible for providing personalized financial planning services, including retirement planning, investments, and wealth management services. Additionally, the Wealth Management Advisor will build and maintain relationships with clients and act as a trusted advisor to help them achieve their financial goals.

Qualifications

• Financial Planning and Retirement Planning skills
• Expertise in Investments and Finance
• Experience in Wealth Management Services
• Excellent communication and interpersonal skills
• Proficient in technology and software used in the industry
• Strong analytical and problem-solving skills
• Bachelor's degree in Finance, Business Administration, Economics, or related field
• Certified Financial Planner (CFP) certification is a plus, but not required