Company: Buccilli Financial Northwestern Mutual
Location: Delray Beach
Posted on: September 21, 2022
Financial Advisor - Wealth Management Boca Raton- Make your own
schedule while educating people in our community about financial
planning which includes how to save, how to invest and where to
start. Protect retirement accounts and assets while growing the
A Financial Advisor will provide expert guidance and innovative
solutions for the planning needs of individuals and 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, and 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. You are
not alone in your business at all-you have an entire TEAM helping
you. Northwestern Mutual advisors are respected in the community
for doing the right thing. Be apart of a winning culture!
--- Responsible for following up with your clients and good
--- You will enjoy the flexible hours, intimate conversations, and
becoming family to your clients.
--- Every community needs a financial advisor- be one in your
--- Calling clients and getting new clients.
--- Most policy owners at Northwestern Mutual own between 7-9
policies in a lifetime.
--- You will be responsible for the CRM management system and your
--- 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, Brokerage accounts, and more. From Whole Life
insurance to term, disability, and long-term care insurance.
--- 215 license a plus - Series 6 and 63 are needed but not at
--- Financial management is key.
--- Executive leadership, former athletes, prior sales, and or
business experience preferred.
--- Must have great communication skills, both verbal and
--- 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
--- Looking for an advisor that wants upside income potential.
--- Being independent or building a team of your own.
--- Become a group plan specialist or income protection
--- Investment specialist with your investment license.
Our team is motivated by success and helping others find financial
security. We enjoy 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 insurance. You are a broker
and can write all lines, not just Northwestern Mutual. Group plans
and benefits as well as health insurance.
Keywords: Buccilli Financial Northwestern Mutual, Delray Beach , Financial Advisor, Accounting, Auditing , Delray Beach, Florida
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