Financial Advisor/Financial Sales jobs in United States
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Northwestern Mutual · 5 months ago

Financial Advisor/Financial Sales

Northwestern Mutual has been helping clients navigate their financial lives for over 165 years, offering a comprehensive and innovative approach to financial planning. As a Financial Advisor, you will build and manage a client base, educate clients on financial solutions, and take ownership of your business development while benefiting from extensive training and mentorship.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Responsibilities

Build —Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends
Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans
Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert 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

Qualification

Financial PlanningClient Relationship ManagementInsurance LicensingInvestment Advisory ServicesEntrepreneurial AmbitionsTime ManagementContinuous Learning

Required

Entrepreneurial ambitions
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship

Benefits

401(k)
Health insurance
Life insurance

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase