About this opportunity
Northwestern Mutual lists this Client Portfolio Executive opportunity in clearwater, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Northwestern Mutual is hiring a Client Portfolio Executive (Financial Advisor) for the Clearwater office.
Candidates should take the time to read all the elements of this job advert carefully Please make your application promptly.
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:
Client acquisition, prospecting, networking, and referral generation
Building a personal book of business and long-term client relationships
Conducting discovery conversations to understand client goals, priorities, and financial concerns
Presenting financial planning recommendations and helping clients take action
Learning Northwestern Mutual’s products, planning process, and market approach
Using planning software, reporting tools, and illustrations to educate clients
Maintaining and reviewing client plans as their needs evolve
Developing your practice with the long-term opportunity to build a team
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:
Industry-leading training and development
Mentorship from experienced financial professionals and leaders
Support for licensing, registration, and ongoing education
Northwestern Mutual’s planning tools, software, and product platform
Resources across insurance, investments, retirement, education funding, business planning, and wealth management
A nationally recognized brand and local leadership team invested in your success
Areas of client planning may include:
Asset and income protection
Retirement planning
Investment and advisory services
Education funding
Trust services
Business needs analysis
Financial planning strategies for individuals, families, and business owners
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:
Prior client-facing, sales, or business development experience
A track record of building relationships and earning trust
Confidence initiating conversations with new people
Strong communication and follow-up skills
Entrepreneurial ambition and ownership mentality
Interest in building a long-term book of business
Excellent time management and self-discipline
Desire for continuous learning and professional development
A 4-year degree or equivalent professional work experience
Legal authorization to work in the U.S. without sponsorship
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.
First-year income range: $70,000–$200,000
$25,000 in activity-based stipends over the first 6 months
Average annual advisor income after 5 years: $571,000
Top 25% annual advisor income after 5 years: $1.27M
Top 10% annual advisor income after 5 years: $2.4M
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:
Commission structure to support early development
Renewable income opportunity
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Retirement package and pension plan
Medical, dental, vision, life insurance, and disability income insurance
Family planning benefits
Recognition
Northwestern Mutual has been recognized as a:
FORTUNE 500 company
FORTUNE World’s Most Admired Company
FORTUNE Top Wealth Management Teams Best-in-State
Apex Award winner for Excellence in Training & Development
Location
17757 US Hwy 19 N
Clearwater, FL 33764
Candidates must be located in the Greater Clearwater or Tampa Bay area. xhqgsiq or plan to relocate imminently.
Worksite address
clearwater, FL, 33756, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.