Financial Advisor - Ataraxis Wealth Management, Baldwin Park

Financial Advisor Opportunity

Financial 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 Experience
• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis

As 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 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 Tampa Bay Area or intending to move there

Income Growth Opportunity:

First year income ranges from $70,000- $200,000

Commission-only role with $25k in activity-based stipends over first 6 months

Average annual advisor income after 5 years: $571,000; top 25%: $1.27M; top 10%: $2.4M

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

Recent 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 PROGRAM

Work Location: Hybrid in Winter Park, FL