- Retirement Planning
- Insurance Planning
- Investment Advisory Services
- Education Funding
- Business Planning
- Estate Planning
- Fee-Based Financial Planning
- Formal training and ongoing development via mentors and product specialists
- Comprehensive personal and business planning analysis tools
- Insurance and investment operations team
- Product sales support and client servicing
- Aggregated client account software
- Bachelor's degree
- Strong interpersonal, networking, and prospecting skills
- Self-starter and highly motivated
- History of high achievement demonstrated by rapid growth and consistent, measurable results
- Track record of peer outperformance in client-facing roles
- Ability to develop lasting, meaningful relationships as well as influence others
- Prior sales and/or business experience, preferred
- Financial management, insurance, and financial services
- Executive leadership
- Community influencers
- Former college and professional athletes
- Military background
- Uncapped income potential
- Comprehensive medical coverage, as well as dental and vision
- Two company-funded retirement plans
- Sponsorship and training for licenses and professional designations (Florida Life, Health, & Annuities (2-15), SIE, Series 6, Series 66/63)
- Group life and disability income insurance
- Leadership Opportunities
- Sarasota, FL 34232: Reliably commute or planning to relocate before starting work (Required)
- Driver's License (Required)
- Dental Insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Office
- Monday to Friday
- Financial Services
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Associate Financial Advisor
1 week ago
Edward Jones Sarasota, United StatesClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the cl ...
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Associate Financial Advisor
1 day ago
Edward Jones Sarasota, United StatesJob Description · Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visibl ...
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Bank of America Sarasota, United States Full timeDescription · : flThis job will be open and accepting applications for a minimum of seven days from the date it was posted. · At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 millio ...
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Bank of America Sarasota, United States OTHERJob Description: · flThis job will be open and accepting applications for a minimum of seven days from the date it was posted. · At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 mill ...
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Financial Advisor Assistant
3 weeks ago
United Placement Group Bradenton, United StatesIn this role, you will collaborate closely with our financial advisors to organize a wide range of appointments, leveraging our expanding customer base. Additionally, you will offer diverse administrative support. These are outbound calls. No Cold calling. · UF Resources is a pr ...
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Financial Advisor Assistant
1 week ago
United Placement Group Bradenton, United StatesJob Description · Job DescriptionIn this role, you will collaborate closely with our financial advisors to organize a wide range of appointments, leveraging our expanding customer base. Additionally, you will offer diverse administrative support. These are outbound calls. No Cold ...
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Client Service Associate
1 week ago
Cornell Asset Management LLC Sarasota, United StatesAs the first person and last person clients interact with when they contact the office, this position is instrumental in making sure clients have a positive experience by providing service that exceeds expectations. This position provides the clerical "front office" support for a ...
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Receptionist/ Administrative Assistant
3 weeks ago
Community Foundation of Sarasota County Inc Sarasota, United States**Community Foundation of Sarasota County** · **Job Profile** · **Title**:Receptionist/Administrative Assistant · **Date**: 5/1/24 · **Reports to**: VP, Human Resources · **Status**:Non-Exempt · **Purpose**: · This position serves as the first point of contact (telephone and in-p ...
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Associate Wealth Advisor-manatee County, Fl
4 days ago
Achieva Credit Union Sarasota, United States**SUMMARY** · At Achieva Credit Union, we're more than just a financial institution. We're a trusted partner dedicated to empowering our members to achieve financial well-being and live more fulfilled lives. As an Associate Wealth Advisor, you'll fulfill this mission by providing ...
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Operations Coordinator
1 week ago
Northwestern Mutual Sarasota, United States**POSITION OVERVIEW** · We are seeking an initiative-driven, detail-oriented individual to be an integral member of a team that supports a fast-paced financial advisor in the Sarasota, FL area. The Operations Coordinator plays an integral role on a Financial Advisor's team. The O ...
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Utilization Mgmt Case Mgr Prn
4 days ago
Sarasota Memorial Health Care System Sarasota, United StatesJob Summary: · The Utilization Management Case Manager (UMCM) utilizes professional nursing and critical thinking skills to assess patients for a clinically appropriate level of care. The UMCM maintains a strong knowledge base of evidence based clinical criteria (Milliman), and f ...
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Appointment Setter for Financial Advisors
3 weeks ago
United Placement Group Bradenton, United StatesJob Description · Job DescriptionWe are a long-established Financial Planning Services company with over forty years of experience. We firmly believe that Financial Planners should concentrate on their expertise - guiding clients to secure their financial future - rather than bec ...
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Appointment Setter for Financial Advisors
14 hours ago
United Placement Group Bradenton, United States Full timeWe are a long-established Financial Planning Services company with over forty years of experience. We firmly believe that Financial Planners should concentrate on their expertise - guiding clients to secure their financial future - rather than becoming overwhelmed with administra ...
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Bank of America Bradenton, United StatesFinancial Solutions Advisor Registration Candidate - Consumer Investments - Bayshore Financial Center · Bradenton, Florida · **Job Description:** · This job will be open and accepting applications for a minimum of seven days from the date it was posted. · At Bank of America, ...
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Franchise partner for real estate financing
3 days ago
Cascade Industries Longboat Key, United StatesYou are passionate about · You value long-term professional partnerships and collaboration without elbows. · The customer benefit is at the center of your focus and you do everything for a clear and comprehensive consultation at eye level. · You want to take over an existing thri ...
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Investment advisor
3 days ago
FusionTech Manatí, United StatesJob Advertisement · Financial Advisor (m/f/d) in our branches in Bonn, Siegburg and Cologne · We are looking for you to join our teams as a financial planner (m/f/d). · With fairness, performance and sympathy, our employees are successful together - and our customers are the m ...
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Associate Advisor
2 weeks ago
Cetera Investment Services LLC Sarasota, United StatesThe Associate Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provide ...
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Private Client Advisor II
2 weeks ago
Bank of America Sarasota, United States Full timeJob Description: · This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners acros ...
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Community Association Manager Vds
1 week ago
GRS COMMUNITY MANAGEMENT Wimauma, United StatesGRS Community Management is seeking a Licensed Community Association Manager for an onsite luxury, resort-style HOA property in Naples, FL. This position will be responsible for providing guidance, leadership and management to ensure the assigned property is maintained and operat ...
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Diesel Technician
1 week ago
Sarasota Ford Sarasota, United StatesApply · Job Type · Full-time · Description · Full-Time · Sarasota, FL · Join our Award-winning team SARASOTA FORD is a TOP 100 Ford dealership in the country. We have a state-of-the-art facility designed for Top Professionals. · Description: · Full-Time Automotive Diesel Technici ...
Financial Advisor - Sarasota, United States - Northwestern Mutual
Description
Are you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact?
As a Financial Advisor with Northwestern Mutual, you will build long-lasting client relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives.
We are actively seeking new Financial Advisors over the remainder of this year to join our rapidly growing Sarasota-Manatee office in Sarasota, FL. Strong applicants will have exceptional interpersonal skills and a history of personal/professional success with a strong desire for additional growth. Through a distinctive, whole-picture planning approach, Northwestern Mutual Financial Advisors/Financial Representatives combine their expertise with a personalized digital experience to help their clients navigate their financial lives every day through a wide range of financial planning services including:
A list of our products and services is provided at . We welcome you to learn more about this exciting career path at Our advisor support services help you to focus on your clients and enhance the productivity of your practice by providing:
Preferred qualifications include, but are not limited to:
We welcome career changers. Let us help you translate your skill set into a meaningful career with us. Background aspects that translate naturally include:
Career Benefits:
Ability to commute/relocate:
License/Certification:
Work Location: In person; all incoming employees hired for this office are required to be in the office at our Sarasota-Manatee location during the first year while undergoing training and licensing.
Job Type: Full-time
Benefits:
Physical setting:
Schedule:
Industry