Financial Advisor - Sales jobs in United States
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Northwestern Mutual · 2 hours ago

Financial Advisor - Sales

Northwestern Mutual is a leading financial services company that provides comprehensive financial planning solutions. As a Financial Advisor, you will help clients achieve their financial goals by building personalized financial plans and managing their financial strategies throughout different life stages.

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Hiring Manager
Grant Stevens, CFP®
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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

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6Certified Financial Planner®Financial PlanningEntrepreneurial ambitionsDriveRelationship-buildingTime-managementCritical thinkingCommunication skillsMotivation

Required

Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Obtain Life/Accident & Health Certifications
Obtain Securities Industry Essentials (SIE)
Obtain Series 6, 7, and 63 licenses

Benefits

Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
Certified Financial Planner® licensing support
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning

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.

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