Financial Advisor - Wealth Management
Company: Buccilli Financial Northwestern Mutual
Location: Deerfield Beach
Posted on: May 11, 2022
Financial Advisors provide expert guidance & innovative
solutions for the planning needs of individuals & businesses in the
areas of retirement planning, insurance and investment services,
and education funding. Daily activities include speaking with
clients and being a good listener. Team meetings, networking
events, building personal plans for clients to understand how to
save for retirement while living for today. No need to cold call as
you will learn referral language and have a calendar filled weekly.
Being able to recommend what a client needs is key.
Responsible for having a moral compass and good listening skills.
Calling clients and getting new clients. Most policy owners at
Northwestern Mutual own between 6-8 policies in a lifetime. You
will be responsible for the CRM management system and your
activity. This is a full-time advisor position. Assets under
management with a variety of funds in the portfolio to choose from.
Our team will help with leads and opportunities to get you off the
ground fast. 401k setups, IRA, INVESTMENTS, ANNUITIES, AND MUCH
Financial management is key. Executive leadership, former athletes,
prior sales, and or business experience preferred. Must have great
communication skills both verbal and written. 215 is needed to
start, then your series 6 and 63 and SIE. REIMBURSEMENT FOR THE
LICENSE IF NEEDED. Flexible schedule, renewals, top compensation,
and medical with 401k.
Our team is motivated by success and enjoys working together with
great enthusiasm to get things done. Sign-on bonus, paid 401k,
PENSION, health ins. Northwestern Mutual is AAA+++ rated and is #1
in insurance and #3 in investments nationwide. A 167-year-old
company - holistic financial planning from investments to
Keywords: Buccilli Financial Northwestern Mutual, Deerfield Beach , Financial Advisor - Wealth Management, Accounting, Auditing , Deerfield Beach, Florida
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