Financial Advisor - Client Acquisition and Consulting jobs in United States
cer-icon
Apply on Employer Site
company-logo

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
check
H1B Sponsor Likelynote

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

Financial planningClient relationship managementInvestment strategiesInsurance knowledgeNetworkingCommunication skillsTeam collaborationAdaptability

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

company-logo
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 Stage

Leadership Team

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