Financial Advisor - Full Training, Career Changers Welcome! jobs in United States
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Northwestern Mutual · 2 months ago

Financial Advisor - Full Training, Career Changers Welcome!

Northwestern Mutual is a leading financial services company that offers unique opportunities for individuals to start a business as a Financial Advisor. In this role, you will help clients achieve their financial goals through comprehensive planning and personalized service.

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Responsibilities

Grow your client base by making new connections, maintaining a strong referral network, 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

Qualification

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6Certified Financial Planner®Financial PlanningRelationship BuildingTime ManagementCritical ThinkingCommunicationMotivation

Required

Bachelor's degree
Entrepreneurial ambitions to be a business owner
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

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Professional development assistance
Retirement plan
Vision 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