Job Description
Ataraxis Wealth Management, a subsidiary of Northwestern Mutual, is seeking Financial Advisors to help clients achieve financial security through personalized financial planning. The role involves building a clientele, educating clients on financial products, and taking ownership of business development and management. Responsibilities 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! 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 Tampa Bay Area or intending to move there 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 The Revenue Excellence platform It was founded in 2021, and is headquartered in San Francisco, California, USA, with a workforce of 51-200 employees. Its website is