Financial Advisor - Client Portfolio Executive

Northwestern Mutual – Forest Park, doing business as Babitz Financial Group, is hiring a Client Portfolio Executive for our Greater St. Louis office.This is a sales and business development opportunity for someone who wants more than a traditional Account Executive role. You will build your own client base, develop long-term relationships, and help individuals, families, and business owners make confident financial decisions. Northwestern Mutual will provide training and licensing support.This role is best suited for someone who enjoys prospecting, networking, relationship sales, consultative selling, and owning the results of their work. You will be in business for yourself, but not by yourself, with training, mentorship, licensing support, planning tools, and the backing of Northwestern Mutual.What you will doAs a Client Portfolio Executive, you will be responsible for building and growing your own book of business. You will identify prospective clients, create new relationships, uncover financial needs, and recommend solutions that help clients protect income, build wealth, plan for retirement, and prepare for major life <events.You> will spend your time on:Client acquisition, prospecting, networking, and referral generationBuilding a personal book of business and long-term client relationshipsConducting discovery conversations to understand client goals, priorities, and financial concernsPresenting financial planning recommendations and helping clients take actionLearning Northwestern Mutual’s products, planning process, and market approachUsing planning software, reporting tools, and illustrations to educate clientsMaintaining and reviewing client plans as their needs evolveDeveloping your practice with the long-term opportunity to build a teamThis is a strong fit for someone who wants ownership, upside, and a career where relationship-building directly translates into income growth.What Northwestern Mutual providesOur award-winning training program is designed to help you develop the knowledge, confidence, and business-building skills needed to succeed in financial <services.You> will have access to:Industry-leading training and developmentMentorship from experienced financial professionals and leadersSupport for licensing, registration, and ongoing educationNorthwestern Mutual’s planning tools, software, and product platformResources across insurance, investments, retirement, education funding, business planning, and wealth managementA nationally recognized brand and local leadership team invested in your successAreas of client planning may include:Asset and income protectionRetirement planningInvestment and advisory servicesEducation fundingTrust servicesBusiness needs analysisFinancial planning strategies for individuals, families, and business ownersWho we are looking forYou may be a strong fit if you have experience in sales, business development, account management, client service, recruiting, real estate, banking, insurance, financial services, or another relationship-driven field.We are especially interested in people who have:Prior client-facing, sales, or business development experienceA track record of building relationships and earning trustConfidence initiating conversations with new peopleStrong communication and follow-up skillsEntrepreneurial ambition and ownership mentalityInterest in building a long-term book of businessExcellent time management and self-disciplineDesire for continuous learning and professional developmentA 4-year degree or equivalent professional work experienceLegal authorization to work in the U.S. without sponsorshipCurrent location in the Greater St. Louis area or plans to relocate imminentlyIncome growth opportunityThis is a performance-based opportunity where your income is tied to the client relationships and book of business you build.Compensation includes commission-based income, activity-based stipends during the first 6 months, and the opportunity to develop recurring revenue as your client portfolio grows over time.First-year income range: $70,000–$200,000$25,000 in activity-based stipends over the first 6 monthsAverage annual advisor income after 5 years: $571,000Top 25% annual advisor income after 5 years: $1.27MTop 10% annual advisor income after 5 years: $2.4MThis opportunity is designed for someone who wants their income to reflect their effort, client relationships, and business growth.Benefits and supportNorthwestern Mutual provides resources to support your early development and long-term success, including:Commission structure to support early developmentRenewable income opportunityBonus 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 planning benefitsRecognitionNorthwestern Mutual has been recognized as a:FORTUNE 500 companyFORTUNE World’s Most Admired CompanyFORTUNE Top Wealth Management Teams Best-in-StateApex Award winner for Excellence in Training & DevelopmentLocation1001 Highlands Plaza Dr WSt. Louis, MO 63110Candidates must be located in the Greater St. Louis area or planning to relocate imminently.