Northwestern Mutual is hiring a Client Portfolio Executive (Financial Advisor) for the Clearwater office.
This is a sales and business development opportunity for someone who wants more than a traditional Account Executive role. You will build your own client base, develop long-term relationships, and help individuals, families, and business owners make confident financial decisions.
This role is best suited for someone who enjoys prospecting, networking, relationship sales, consultative selling, and owning the results of their work. You will be in business for yourself, but not by yourself, with training, mentorship, licensing support, planning tools, and the backing of Northwestern Mutual.
What you will do
As a Client Portfolio Executive, you will be responsible for building and growing your own book of business. You will identify prospective clients, create new relationships, uncover financial needs, and recommend solutions that help clients protect income, build wealth, plan for retirement, and prepare for major life events.
You will spend your time on:
This is a strong fit for someone who wants ownership, upside, and a career where relationship-building directly translates into income growth.
What Northwestern Mutual provides
Our award-winning training program is designed to help you develop the knowledge, confidence, and business-building skills needed to succeed in financial services.
You will have access to:
Areas of client planning may include:
Who we are looking for
You may be a strong fit if you have experience in sales, business development, account management, client service, recruiting, real estate, banking, insurance, financial services, or another relationship-driven field.
We are especially interested in people who have:
Income growth opportunity
This is a performance-based opportunity where your income is tied to the client relationships and book of business you build.
Compensation includes commission-based income, activity-based stipends during the first 6 months, and the opportunity to develop recurring revenue as your client portfolio grows over time.
This opportunity is designed for someone who wants their income to reflect their effort, client relationships, and business growth.
Benefits and support
Northwestern Mutual provides resources to support your early development and long-term success, including:
Recognition
Northwestern Mutual has been recognized as a:
Location
17757 US Hwy 19 N
Clearwater, FL 33764
Candidates must be located in the Greater Clearwater or Tampa Bay area. or plan to relocate imminently.
This listing is sourced from a third-party job board. Applying will redirect you to the original posting.
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