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Northwestern Mutual · 1 month ago

Financial Advisor Trainee

Fresno, CA

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $150K/yr

Northwestern Mutual is a Fortune 100 company known for its exceptional training and support in the financial services industry. They are seeking Financial Advisor Trainees to provide expert guidance in comprehensive financial planning, helping clients achieve their financial goals through services such as retirement planning, insurance, and investment services.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Responsibilities

Provide expert guidance to meet the comprehensive financial planning needs of individuals and businesses

Provide services including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits

Understand clients' goals and visions to develop holistic financial solutions that put clients on a path to financial success

Consult with clients on their financial plans (investments, insurance, retirement, taxes, business planning, benefits, etc.)

Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis

Qualification

Financial planningClient consultationSales skillsInvestment servicesCommunication skills

Required

A brief cover letter introducing your interest and qualifications is encouraged

Provide expert guidance to meet the comprehensive financial planning needs of individuals and businesses

Provide services including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits

Understand clients' goals and visions to develop holistic financial solutions that put clients on a path to financial success

Consult with clients on their financial plans (investments, insurance, retirement, taxes, business planning, benefits, etc.)

Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis

Benefits

Dental insurance

Employee assistance program

Flexible schedule

Health insurance

Life insurance

Parental leave

Professional development assistance

Referral program

Retirement plan

Vision insurance

Company

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

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)