Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor - Ataraxis Wealth Management, Baldwin Park

The Job Sauce

Financial Advisor OpportunityFinancial Advisors at Ataraxis Wealth Management (a subsidiary of Northwestern Mutual) help their clients live more and worry less through our personalized approach to financial planning. As a business owner, you spend your days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With access to nationwide mentors and leaders, we surround you with resources to support your financial expertise, including but not limited to:Planning ExperienceAsset & Income ProtectionEducation FundingInvestment & Advisory ServicesTrust ServicesRetirement SolutionsBusiness Needs AnalysisAs an Ataraxis Wealth Management Financial Advisor, you will:Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of 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. You are in business for yourself but not by yourself!You could be right for this opportunity if you have:4-year degree; or equivalent professional work experiencePrior sales and/or business experienceEntrepreneurial ambitionsExperience building meaningful relationshipsInterpersonal skills for success in client-facing rolesExcellent time-management skillsDesire for continuous learningLegal authorization to work in the US without sponsorshipMust be located in Greater Tampa Bay Area or intending to move thereIncome Growth Opportunity:First year income ranges from $70,000- $200,000Commission-only role with $25k in activity-based stipends over first 6 monthsAverage annual advisor income after 5 years: $571,000; top 25%: $1.27M; top 10%: $2.4MBenefits:Commission structure to support early developmentRenewable incomeBonus programs and expense allowancesSupport for insurance licensing, SIE, Series 6, Series 63, CFP®, and moreRetirement Package and Pension PlanMedical, Dental, Vision, Life Insurance and Disability Income InsuranceFamily PlanningRecent Awards and Accolades of Northwestern Mutual:FORTUNE 500 COMPANY (2023)FORTUNE WORKS MOST ADMIRED COMPANIES (2022)FORBES BEST EMPLOYERS FOR WOMEN (2022)FORBES BEST EMPLOYERS FOR DIVERSITY (2022)TOP 125 TRAINING PROGRAMWork Location: Hybrid in Winter Park, FL

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor - Ataraxis Wealth Management, Baldwin Park in Orlando, FL vacancy
  •  ...Northwestern Mutual, doing business as Ataraxis Wealth Management in Baldwin Park, Orlando, seeks a Client Portfolio Executive to build a personal book of business and guide clients through financial decisions. You will prospect, network, and develop long-term relationships... 
    Suggested

    Ataraxis Wealth Management

    Orlando, FL
    3 days ago
  •  ...opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Florida.PNC is an in-office...  ...and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Orlando, FL
    6 days ago
  •  ...A leading financial institution in Orlando is seeking an experienced Private Banker to provide clients with exceptional service in wealth management. The role requires over six years of expertise in private banking, including advising on investments and financial planning... 
    Suggested

    CFA Institute

    Orlando, FL
    2 days ago
  •  ...Financial Advisor At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all...  ...the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Orlando, FL. Financial Advisors are... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Altamonte Springs, FL
    4 days ago
  •  ...Financial Advisor In this pivotal role, the Financial Advisor will be responsible for overseeing...  ...reports to their respective Branch Manager. Working hours are Monday - Friday 8:30...  ...firms. In addition to specializing in wealth management through full service registered... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Moors & Cabot

    Winter Park, FL
    3 days ago
  •  ...Investment Manager / Advisory Team Lead Confidential Wealth Management Firm Remote – United States 100% Commission | Uncapped Earning...  ...AUM practice. Our client provides advisors with an integrated financial services platform designed to help them grow... 
    Remote work

    BrokerHunter

    Orlando, FL
    4 days ago
  •  ...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Orlando, FL
    7 hours ago
  • Join Cetera Wealth Management Group, a leading network of independent firms and professionals dedicated...  ...to helping clients achieve their financial goals! At Cetera Wealth Management...  ...experience. What We Offer Competitive Advisor Funding : Transition assistance for experienced... 
    Full time

    Cetera Wealth Services

    Orlando, FL
    3 days ago
  •  ...clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary...  ...commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Orlando, FL
    6 days ago
  •  ...Merrill Financial Solutions Advisor At Bank of America, we're guided by a common purpose to help make financial lives better by connecting...  ...where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the... 
    Immediate start

    Bank of America

    Orlando, FL
    2 days ago
  • Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation for the way we operate. Through understanding our client’s values, goals, and what means most to them, we... 
    Work visa

    Guided Financial Advisors

    Orlando, FL
    3 days ago
  • $61k - $119k

     ...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their...  ...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals... 
    Full time
    Work at office
    Relocation

    Northwestern Mutual

    Orlando, FL
    more than 2 months ago
  •  ...help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary...  ...fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Orlando, FL
    6 days ago
  • $78.3k - $151k

     ...communities through industry-focused wealth advisory, digital, audit, tax...  ...looking to hire four wealth advisors to work with our existing...  ...comprehensive, holistic, financial services. They have strong knowledge...  ...as part of a team, to help manage client relationships through... 
    Full time
    Interim role
    Work at office

    CliftonLarsonAllen

    Orlando, FL
    7 days ago
  •  ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations...  ...for providing comprehensive wealth management advice and building long-term relationships...  ...and families to develop personalized financial strategies and help clients make the... 

    Beacon Pointe

    Winter Park, FL
    3 days ago
  •  ...and multigenerational families — and the advisors who serve them — exactly where they are....  ...have been featured in Barron’s Top Financial Advisors.* Location: National...  ...Role Certuity is seeking exceptional wealth advisors who have built a $100M book and... 
    Work at office
    Remote work
    Flexible hours

    Certuity

    Orlando, FL
    1 day ago
  • $65.1k - $113k

     ...our communities through industry-focused wealth advisory, digital, audit, tax,...  ...business/organization operations. Competent in management of multiple clients, software, and chart...  ...etc.) Prepares, understands, and reviews financial statements (basic to complex.) Reviews general... 
    Work at office

    CliftonLarsonAllen

    Orlando, FL
    7 hours ago
  •  ...Group is a private, family-owned retirement planning & wealth management firm with locations across Florida. The firm focuses on...  ...Advisory Group is seeking a motivated and relationship-driven Financial Planning Advisor to join our growing wealth management team. This is a... 
    Base plus commission

    Oxford Advisory Group

    Orlando, FL
    4 days ago
  •  ..., actively listen to understand everyday financial needs, and connect customers to relevant...  ...accurately, exercising sound judgment and managing risk in line with policies and controls.Use...  ...Location:950 N Orlando Ave Winter Park, FL 32789We Value Equal OpportunityWells... 
    Part time
    Work experience placement

    Wells Fargo

    Winter Park, FL
    3 days ago
  •  ...Financial Services Advisor When you ask people what gives them peace of mind to live their best life, having a sense of financial security...  .... It fosters trusted relationships, comprehensive wealth management strategies, and exceptional client service. Essential... 
    Contract work
    Work at office

    OneDigital

    Orlando, FL
    2 days ago
  •  ...Financial Advisor Investment & Wealth Advisory | Tampa or Orlando, FL | Full-Time Elevate your career at Saltmarsh! Saltmarsh is a client-focused RIA managing approximately $400 million in assets for individuals and families. Our team of experienced professionals... 
    Full time
    Work at office
    Local area

    Saltmarsh

    Orlando, FL
    2 days ago
  •  ...-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment...  ...looking for a Part-Time Teller to join their team at the ICON Park located in Orlando, Florida.Tellers are the face of our company... 
    Part time
    Summer work
    Seasonal work
    Local area
    Day shift
    Afternoon shift
    Weekday work

    Currency Exchange International

    Orlando, FL
    2 days ago
  • $41.5k - $65.5k

     ...provides advice and guidance regarding financial solutions that are in the best interests...  ...policies and processes. Applies the risk management framework to the portfolio to protect the...  ...us for personal and commercial banking, wealth management and investment services. As... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO

    Orlando, FL
    3 days ago
  •  ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current...  .... Asset Management provides individuals, advisors and institutions with strategies and expertise... 
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase

    Orlando, FL
    4 days ago
  •  ...OneDigital Investment Advisors LLC seeks a driven financial advisor to evaluate clients' needs and tailor plans across investments and retirement...  ...The role emphasizes client service, comprehensive wealth management, and adherence to regulatory standards while leveraging... 

    OneDigital Investment Advisors LLC

    Orlando, FL
    4 hours ago
  •  ...Pathstone is seeking a detail-oriented candidate to provide support to a Client Advisory Team in Winter Park, FL. The role focuses on client service, daily operations, and administrative duties, including preparing performance analysis and client materials. The ideal... 
    Internship
    Work at office

    PathStone

    Winter Park, FL
    2 days ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals...  ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    Orlando, FL
    more than 2 months ago
  •  ...Student Loan Management Advisor If you're looking for the chance to learn, grow, and make a contribution...  ...on and worked from campus in Winter Park, Florida. Essential Duties and...  ...University departments such as the Financial Aid Team, Registrar's Office, Student Services... 
    Work experience placement
    Work at office
    Work from home
    Flexible hours
    Night shift
    Weekend work

    Full Sail University

    Winter Park, FL
    5 days ago
  •  ...We are:Finance Reinvention and we help the world's leading Financial Services organizations reinvent finance with AI at the core. We provide end-to-end services — from strategy through delivery and managed operations — that address the unique challenges faced by Finance... 
    Live in
    Work at office
    Local area

    Accenture

    Orlando, FL
    2 days ago
  • Bank of America is seeking an experienced Private Banking professional in Orlando to acquire and deepen client relationships, delivering a branded client experience across the bank’s capabilities. The role emphasizes a leadership mindset, collaboration with enterprise ...

    Bank of America

    Orlando, FL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - Ataraxis Wealth Management, Baldwin Park. Be the first to apply!