- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Training & development
- Vision insurance
- Time with NM: Aleesha established her personal financial planning practice in 2020 after transitioning from a background in tech account management and sales.
- Experience: With a strong foundation in account management and sales, Aleesha brings a wealth of expertise to her role as Growth and Development Director.
- Passions: Alongside her professional pursuits, Aleesha is a loving mother of two. She is dedicated to supporting others in their journeys to success and advocates for equity and diversity in her industry.
- Follow this link to see Aleeshas full bio:
- Time with NM: 8 years.
- Experience: Danny brings 8 years of experience to the table, having previously worked in local St. Pete real estate.
- Passions: Outside of work, he's a devoted father of two, active in his community through volunteering, and finds joy in wakeboarding and foil boarding.
- Time with NM: Brandon is currently in his 3rd year as an advisor, totaling 6 years with Northwestern Mutual, which includes his internship.
- Experience: Prior to joining NM, Brandon served as a Marine Sergeant.
- Passions: Originally from SLC Utah, Brandon now resides in St. Pete with his spouse. He enjoys fishing and is actively developing a rental real estate portfolio.
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Education: A bachelor's degree in finance, business, or a related field is preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary insurance and financial licenses.
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
-
Entry Level
3 weeks ago
Equitable Holdings Tampa, United StatesEntry Level - Financial Advisor - FL Tampa, St. Petersburg, Sarasota · Equitable HoldingsMar 06, 2024Finance · Insurance · Job Description · Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to he ...
-
Entry Level
4 weeks ago
Phaidon International Tampa, United StatesSeeking a sales career? You've come to the right place. · Job overview: · Title: Recruitment Consultant · Level: Entry Level · Location: Tampa, FL (Downtown Tampa- 100% Onsite) · Compensation: Base Salary + Uncapped Commissions (Average first year OTE "total earnings" ~$80k) · Ab ...
-
Entry Level
1 week ago
ProVest Tampa, United StatesJob Description · Job DescriptionNo experience is needed Looking to train the right individual with on-the-job training · ProVest is currently seeking goal oriented and reliable individuals to join our team. Responsibilities of this position include to perform investigative resea ...
-
Entry Level
6 days ago
ProVest Tampa, United StatesJob Description · Job Description · No experience is needed Looking to train the right individual with on-the-job training · ProVest is currently seeking · goal oriented · and · reliable · individuals to join our team. Responsibilities of this position include to perform in ...
-
Entry Level Communications
1 week ago
Aviation Strategies Tampa, United StatesJob Description · Job DescriptionOur Businesses Development team is seeking a motivated individual who desires a professional, yet fun and energetic work environment As we expand our Southeast Division, the objective of this Client Relations role is to extend company outreach, es ...
-
Entry Level Sales
3 days ago
Highland Management Group Tampa, United StatesHighland Management Group delivers innovative solutions for campaign management through personal engagement, intuitive interactions, and fostering an environment where the customers truly do come first. Our campaign management teams are dedicated to treating each consumer with in ...
-
Entry Level Sales
1 day ago
Highland Management Group Tampa, United StatesHighland Management Group delivers innovative solutions for campaign management through personal engagement, intuitive interactions, and fostering an environment where the customers truly do come first. Our campaign management teams are dedicated to treating each consumer with in ...
-
Entry Level Consultant
3 weeks ago
Pareto Bradenton, United StatesAbout: · Our client works with huge names such as Adidas, Volkswagen, and T-Mobile to provide them with innovative technology to optimize their business activities. This company is an award-winning company, with a global presence · Our client is currently searching to add entry ...
-
Bookkeeper - Entry Level
2 weeks ago
Gator Dredging Clearwater, United StatesJob Description · Job DescriptionGator Dredging - Bookkeeper - Entry Level · Successful local company searching for sharp, energetic individual with superior organizational skills and attention to detail. This position will maintain organized accounting records and assists the Co ...
-
Entry Level Sales
3 weeks ago
KLA Industries, Inc. Largo, United StatesJob Description · Job Description If you have had experience and success in any of the following, and enjoyed it (at least most of the time), your background could be a good fit for our industry and our company: · financial services or insurance sales · advertising sales · medica ...
-
Entry Level
3 weeks ago
Legacy Solar Pinellas Park, United StatesJob Description · Job DescriptionEvery great company was established by stumbling upon a genius idea that resolves a MASSIVE common problem, and that is precisely how Legacy Solar became established. Our motto is "the customer always comes first". With this motto in mind, our wid ...
-
Entry Level Account Executive
3 days ago
Sunbelt Staffing Tampa, United StatesEntry Level Account Executive · Job Description · At Sunbelt, we are dedicated to making a positive impact in the nation's leading school districts by facilitating connections between highly skilled school-based professionals and schools and students in need of their expertise ...
-
Remote Entry-Level Customer Service Specialist
3 weeks ago
Contractor In Charge Sun City Center, United StatesJob Description · Job DescriptionUnleash your potential and ignite your career as a full-time Remote Entry-Level Customer Service Specialist Join Contractor In Charge, the leading trades contractor company that empowers small business owners through top-notch financial guidance a ...
-
Entry Level Account Manager
3 weeks ago
Sunbelt Staffing Tampa, United StatesSales Account Executive (Entry-Level Sales) – Tampa, FL · Join us as a Sales Account Executive in our pursuit as we continue "Making life better for those who make life better", that's 30 years in the making. We have the growth of a startup company backed by the stability of 30 ...
-
Entry Level Clerical
2 weeks ago
Braille Works Seffner, United StatesJob Description · Job DescriptionThis is NOT a remote position · About Braille Works: Braille Works is a family owned; Christ centered company and one of the nation's leading providers of reading materials for people who are visually impaired and blind. We are dedicated to Making ...
-
Entry Level Management
3 weeks ago
Aviation Strategies Saint Petersburg, United StatesAviation's Business Development team is actively interviewing the best talent in the greater Tampa area, searching for the next Management Trainee to lead and direct internal resources. The goal of this position is to successfully manage and exceed revenue targets that align with ...
-
Entry-Level Driller Assistant
1 week ago
RCG Moody International Limited c/- Intertek Tampa, United StatesDriller Assistant - Construction · PSI, an Intertek company, is searching for a Driller Assistant to join our Building & Constructionteam in our Tampa, Florida office. This is a fantastic opportunity to grow a versatile career in the architectural, engineering, and construction ( ...
-
Entry-Level Driller Assistant
1 week ago
Intertek Tampa, United States Full timeDriller Assistant - Construction · PSI, an Intertek company, is searching for a Driller Assistant to join our Building & Construction team in our Tampa, Florida office. This is a fantastic opportunity to grow a versatile career in the architectural, engineering, and construction ...
-
Entry Level- Financial Advisor
2 days ago
Equitable Advisors LLC Tampa, United StatesEquitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Re ...
-
Entry Level Account Executive
1 day ago
Sunbelt Staffing Tampa, United StatesSunbelt Staffing is a healthcare & education staffing company that partners with hospitals and school districts nationwide. We're growing rapidly and have the stability of 30 years in the industry. · We are expanding our team to meet the needs of the growing healthcare staffing m ...
Financial Advisor Entry Level - Apollo Beach, United States - Growth Financial Team of Greater St. Pete
3 weeks ago
Description
Job Description
Job DescriptionBenefits:Join the Growth Financial Team of Northwestern Mutual - Greater St. Pete as our next district changing Financial Advisor. Our thriving office is located: 700 Central Ave Ste 300, St. Petersburg, FL 33701.
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
Follow this link to hear about The Great Realization:
Local Achievements and Giving:
Our office has excelled in both professional development and community support, garnering national recognition for our achievements. Notably, we've consecutively held the #1 spot for new client acquisition among advisors with under 5 years of tenure and earned the title of #1 Premium Leader for 2023 in the country. With three top 10 interns in the country and leading in top-producing advisors within the first 6 months, we prioritize excellence and diversity in our team. We're also proud of our diverse leadership team, recognized nationally for our commitment to equity and inclusion.
In our commitment to community giving, we proudly support various local charities. Notable contributions include our annual fundraising efforts for Alexs Lemonade Stand, where we locally raise approximately $200K each year. Other organizations we support include Love McKinley Foundation, St. Pete Free Clinic, Keep Pinellas Beautiful, 1Voice Foundation, C&C Lemonade Factory, Copperhead Charities Valspar Championship, Johns Hopkins All Childrens Hospital, Cancer Blood Disorders Institute, Junior Achievement, Metropolitan Ministries, and United Way of Tampa. Through ongoing donations and volunteer efforts, we aim to make a meaningful impact in our community.
Meet some of our local leaders, the heartbeat of our business:
Aleesha Pheasant, Growth and Development Director:
About the Financial Advisor Role:
As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
This is a Hybrid position.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kacee Howes is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
