Financial Advisor (Career Changers Welcome/Training Provided) jobs in United States
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Northwestern Mutual · 1 month ago

Financial Advisor (Career Changers Welcome/Training Provided)

The Lowery Group of Cape Girardeau, a DBA of Northwestern Mutual, is seeking driven, entrepreneurial professionals to join as Financial Advisors. This role involves building and managing a business that helps clients achieve their financial goals through comprehensive planning and personalized strategies.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Conduct comprehensive financial assessments and develop tailored strategies
Provide ongoing guidance on investments, insurance, tax planning, and estate strategies
Build and manage your own book of business, with the ability to sell it upon retirement
Collaborate with a team of experienced advisors at The Lowery Group for mentorship and shared success

Qualification

Life & Health Insurance LicenseCFP®CFA certificationEntrepreneurial driveRelationship-building skillsClient-first mindsetResilience

Required

A 4-year degree or equivalent experience
Strong relationship-building skills and a client-first mindset
Entrepreneurial drive and a willingness to bet on themselves
The resilience to build a book of business one relationship, one conversation, one client at a time
Ability to commute to Cape Girardeau, MO 63701
Ability to relocate to Cape Girardeau, MO 63701 before starting work

Preferred

Life & Health Insurance License
SIE
Series 6 or 7
Series 63
CFP® or CFA certification

Benefits

401(k)
Dental insurance
Disability insurance
Flexible schedule
Flexible spending account
Health insurance
Professional development assistance
Retirement plan
Vision insurance

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