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Financial Advisor

Work from home Full-time role Hiring

Ataraxis Wealth Management is a Northwestern Mutual company that helps clients achieve financial peace through personalized planning. As a Financial Advisor, you will build a clientele, educate clients on financial options, and take ownership of your business development while utilizing extensive training and resources.

Responsibilities

  • Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends
  • Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options
  • Influence—Present clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations
  • Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs

Skills

  • 4-year degree; or equivalent professional work experience
  • Prior sales and/or business experience
  • Entrepreneurial ambitions
  • Experience building meaningful relationships
  • Interpersonal skills for success in client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning
  • Legal authorization to work in the US without sponsorship
  • Must be located in Greater Orlando Area or planning to move here imminently

Benefits

  • Commission structure to support early development
  • Renewable income
  • 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

Company Overview

  • Ataraxis Wealth Management, a Northwestern Mutual company, focuses on bringing an empathetic and realistic approach to building a solid financial plan. It was founded in 2023, and is headquartered in , with a workforce of 2-10 employees. Its website is .
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