Northwestern Mutual · 1 month ago
Financial Advisor - Client Acquisition and Consulting
Northwestern Mutual is a leader in the financial services industry, helping people achieve financial security through comprehensive financial planning. As a Financial Advisor, you will build your own practice, create customized financial plans, and maintain long-term relationships with clients to help them achieve their financial goals.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Develop and implement comprehensive financial plans for clients, including retirement, estate, investment, insurance, and education funding strategies
Build a client base by networking, prospecting, and building relationships in your community
Conduct regular reviews and updates to clients' financial plans to ensure alignment with their changing goals and circumstances
Educate clients about their financial options and the value of sound financial planning
Stay current with financial trends, industry regulations, and best practices to provide optimal guidance to clients
Work closely with a team of specialists and other professionals to provide holistic solutions
Commit to personal growth through ongoing training, professional development, and mentorship opportunities
Qualification
Required
Ability to build a client base by networking, prospecting, and building relationships in the community
Commitment to personal growth through ongoing training, professional development, and mentorship opportunities
Ability to develop and implement comprehensive financial plans for clients, including retirement, estate, investment, insurance, and education funding strategies
Ability to conduct regular reviews and updates to clients' financial plans to ensure alignment with their changing goals and circumstances
Ability to educate clients about their financial options and the value of sound financial planning
Ability to stay current with financial trends, industry regulations, and best practices to provide optimal guidance to clients
Ability to work closely with a team of specialists and other professionals to provide holistic solutions
Benefits
401(k)
Dental insurance
Health insurance
Life insurance
Parental leave
Professional development assistance
Retirement plan
Vision insurance
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
H1B Sponsorship
Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Late StageRecent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-17
Company data provided by crunchbase