Financial Advisor (Training Provided) jobs in United States
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Northwestern Mutual ยท 4 days ago

Financial Advisor (Training Provided)

Northwestern Mutual is a Fortune 500 company that has been helping individuals, families, and businesses achieve financial security for over 160 years. They are seeking a Financial Advisor to manage client relationships and provide a diverse portfolio of financial products and services, including financial planning and investment strategies.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
John Fitzgerald, J.D.
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Responsibilities

Business Development/Sales: establishing relationships with new clients through leads, referrals, and calls
Meeting with clients to discuss financial planning, including life insurance and investment management
Delivery of customized financial plans for clients to help them achieve their financial goals
Day-to-day client relationship management and financial advisory

Qualification

Financial PlanningInvestment StrategiesRisk ManagementClient Relationship ManagementSales ExperienceInterest in Financial ServicesCommunication SkillsInterpersonal Skills

Required

Bachelor's degree or equivalent work experience
Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.)
Excellent communication and interpersonal skills
Interest in the Financial Services sector

Benefits

Medical, dental, vision insurance
Life and disability insurance
Retirement pension plan

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.

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

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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