Northwestern Mutual · 1 month ago
Finance and Wealth Management Advisor
Alexandria, MN
Full-time
Onsite
Entry Level
$120K/yr - $165K/yr
1+ years expNorthwestern Mutual is an industry leader in financial services, dedicated to helping clients reach their financial goals. The Finance and Wealth Management Advisor will develop and implement financial plans, provide personalized financial advice, and build long-term relationships with clients to ensure their financial well-being.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims
Analyze clients’ financial needs and prepare reports on their current financial situation
Provide life-changing financial advice that aligns with clients' goals
Develop personalized financial plans based on the assessment of clients' financial needs
Recommend risk (insurance) and wealth (investment) products, retirement plans, tax strategies, and other financial services
Regularly update and adjust financial plans to account for changes in clients' lives, income, and expenses
Provide guidance on investment opportunities
Monitor market trends and adjust investment portfolios as necessary
Maintain long-term relationships with clients by providing exceptional service and regular follow-up
Educate clients about financial planning, investment opportunities, and market conditions
Keep clients informed about their investments and any changes that might affect their financial situations
Ensure all financial planning activities comply with regulatory standards and company policies
Maintain client confidentiality and act with integrity and professionalism at all times
Qualification
Required
Sales: 1 year
Ability to Commute: Alexandria, MN 56308
Preferred
Ability to Relocate: Alexandria, MN 56308: Relocate before starting work
Benefits
401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Professional development assistance
Referral program
Retirement plan
Vision insurance
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
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 StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
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