Financial Advisor

Northwestern Mutual is a leading financial services company with over 165 years of experience in financial planning. They are seeking a Financial Advisor to help clients achieve their financial goals by building personalized financial plans and managing client relationships throughout various life stages.

Responsibilities

• Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

Skills

• Bachelor's degree
• Entrepreneurial ambitions to be a business owner
• Sales experience
• History of success in relationship-building or client-facing roles
• Excellent time-management skills
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communicator
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship
• Obtain Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63 licenses

Benefits

• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
• Certified Financial Planner® licensing support
• Fully company-funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning

Company Overview