Financial Advisor - Team Based jobs in United States
cer-icon
Apply on Employer Site
company-logo

Northwestern Mutual Lexington · 3 months ago

Financial Advisor - Team Based

Northwestern Mutual – Lexington is seeking a Financial Advisor to join a high-performing advisor team. This role offers an opportunity to build a practice in the financial services industry with extensive training and mentorship, focusing on networking, client discovery, and financial planning solutions.

Financial Services
badNo H1Bnote

Responsibilities

Make a high volume of daily outbound calls to prospects and referrals
Aggressively build your network and personal brand in the community
Schedule and conduct discovery meetings with potential clients
Identify financial needs and connect prospects with planning solutions
Collaborate with a senior advisor team to convert leads into long-term clients
Participate in Northwestern Mutual’s award-winning training program to become a licensed Financial Representative

Qualification

Sales experienceNetworking skillsCommunication skillsFinancial planning knowledgeCoachableAmbitiousResilientTeam collaboration

Required

0–5 years of experience in sales, business, or customer-facing roles
Type A, self-motivated, and wired to compete and win
Charismatic, confident communicator who thrives on phone outreach
Well-connected or highly active in the Lexington community
Highly coachable, ambitious, and resilient
Legally authorized to work in the U.S. without sponsorship

Preferred

Bachelor's degree preferred (but not required)

Benefits

401(k)
401(k) matching
Dental insurance
Financial planning services
Flexible schedule
Health insurance
Health savings account
Life insurance
Matching gift program
Paid time off
Paid training
Parental leave
Professional development assistance
Retirement plan
Vision insurance

Company

Northwestern Mutual Lexington

twitter
company-logo
Welcome to Northwestern Mutual Lexington At Northwestern Mutual Lexington, we are committed to helping our clients achieve their financial goals and dreams.

Funding

Current Stage
Early Stage
Company data provided by crunchbase