Financial Advisor jobs in United States
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Northwestern Mutual - Orange County · 2 days ago

Financial Advisor

Northwestern Mutual is a leading financial services company that offers personalized financial planning. As a Financial Representative, you will build client relationships, educate clients on financial products, and take ownership of your business while receiving comprehensive training and support.

Financial Services
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Hiring Manager
Addison Jane McLarney
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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 PlanningSales ExperienceClient Relationship ManagementInsurance LicensingEntrepreneurial AmbitionsTime ManagementContinuous Learning

Required

4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship

Benefits

Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning

Company

Northwestern Mutual - Orange County

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Northwestern Mutual Orange County is one of the top Northwestern Mutual offices in the United States.

Funding

Current Stage
Growth Stage

Leadership Team

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Didi Kovacs, MBA
Chief Operations Officer
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Company data provided by crunchbase