Financial Advisor

Responsibilities

• Build a clientele by growing trustworthy relationships with your network
• Educate yourself through sponsored licensing, registration, and ongoing development
• Use assistive software and reporting tools to teach clients about financial planning options
• Present clients with opportunities to protect and prosper through honest recommendations
• Take ownership of business development and management
• Review and maintain client financial plans to provide optimum advice

Requirements

• 4-year degree or equivalent professional work experience
• Prior sales and/or business experience
• Entrepreneurial ambitions
• Experience building meaningful relationships
• Strong interpersonal and time-management skills
• Legal authorization to work in the US without sponsorship
• Must be located in Greater Tampa Bay Area or intending to move there

Benefits

• Commission structure and renewable income
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

About the Company

Ataraxis Wealth Management is a subsidiary of Northwestern Mutual, helping clients live more and worry less through a personalized approach to financial planning.