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Financial Advisor; entrepreneurial business

Job in Fort Myers, Lee County, Florida, 33916, USA
Listing for: Northwestern Mutual
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Financial Advisor (entrepreneurial business)

Northwestern Mutual is a leading financial services company committed to helping clients achieve financial clarity through personalized, people-first plans. With $265 billion in assets under management and over $1.8 trillion in life insurance protection, Northwestern Mutual has served more than 4.5 million clients. The company provides a diverse range of services including life, disability income, and long‑term care insurance, annuities, investments, and retirement planning.

Operating from its corporate offices in Milwaukee and New York, Northwestern Mutual supports a growing network of financial advisors across the U.S. We are dedicated to diversity and empowering professionals to shape the future of financial security.

Role Description

This is a full‑time on‑site role for a Financial Advisor located in Naples, FL. The Financial Advisor will provide personalized financial guidance to clients, assist in developing financial plans, and identify investment, retirement, and income solutions tailored to their needs. Responsibilities will include analyzing financial goals, recommending suitable strategies, and offering comprehensive financial advice to help clients achieve long‑term financial success.

Candidates will have access to ongoing training and support as part of a collaborative, entrepreneurial environment.

Qualifications
  • Strong expertise in Financial Planning and Finance principles
  • Proficiency in Retirement Planning and Investments to guide clients on achieving long‑term goals
  • Experience and the ability to provide comprehensive Financial Advisory services
  • Exceptional interpersonal, communication, and client relationship management skills
  • Solid analytical and problem‑solving capabilities
  • Bachelor's degree in Finance, Business, or a related field is preferred
  • Licenses such as Series 6, Series 7, or other relevant certifications are advantageous
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