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
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