Financial Advisor jobs in United States
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Northwestern Mutual Boston · 2 weeks ago

Financial Advisor

Northwestern Mutual Boston is seeking a Financial Advisor to help clients achieve their financial goals through personalized planning. The role involves building a client base, developing financial plans, and managing client relationships throughout various life stages.

Financial Services
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Hiring Manager
Phoebe Day
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Responsibilities

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life

Qualification

Financial planningClient acquisitionRelationship-buildingCommunicationEntrepreneurial ambitionsDriveClient-facing experienceContinuous learningMotivationCollaboration

Required

Bachelor's
Legal authorization to work in the US without sponsorship
Ability to Commute: Boston, MA 02108

Preferred

Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Desire for continuous learning and collaboration
Strong communicator
Strong sense of motivation and drive

Benefits

Dental insurance
Health insurance
Retirement plan
Vision insurance
Bonus opportunities
Commission pay

Company

Northwestern Mutual Boston

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For years, we've helped families and businesses across Boston reach their financial goals.

Funding

Current Stage
Growth Stage

Leadership Team

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Aaron Miller, CLU, ChFC
Managing Partner
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Company data provided by crunchbase