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Financial Advisor - Ataraxis Wealth Management, Baldwin Park

The Job SauceThe Job Sauce·Career Services

Compensation

from $70,000

Apply effort

~7 min

Ashby

Posted

59 days

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About the role

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

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Aplyr's read

The Job Sauce is a career development platform that empowers job seekers to refine their strategies and secure their dream roles.

Synthesized from recent postings & public sources

What's promising

  • The Job Sauce offers tailored career services to enhance job search effectiveness.
  • It has a track record of placing candidates in diverse roles across industries.
  • The platform provides strategic insights that improve job seekers' chances of success.

What to watch

  • Limited public information about the company's internal culture and work environment.
  • The effectiveness of their services may vary depending on individual job markets.
  • Potential candidates may find the pricing for services to be a concern.

Why The Job Sauce

  • The Job Sauce specializes in personalized job search strategies.
  • It has successfully placed candidates in roles from operations to engineering.
  • The platform focuses on improving job seekers' marketability with strategic insights.

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About The Job Sauce

The Job Sauce is a career development platform that helps job seekers enhance their job search strategies and improve their chances of landing their desired jobs.

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