Financial Advisor (Training Provided, Career Changers Encouraged) jobs in United States
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Northwestern Mutual · 2 weeks ago

Financial Advisor (Training Provided, Career Changers Encouraged)

Northwestern Mutual is a well-established company that has been helping clients achieve financial security for nearly 160 years. They are seeking a Financial Representative to assist clients with personalized financial planning and solutions, leveraging comprehensive training and mentorship to succeed in the role.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Responsibilities

Help clients live more and worry less through personalized financial planning
Acquire clientele and find financial solutions with help from training, mentors, and products
Develop and implement financial plans to show clients where they are today and where they want to go tomorrow

Qualification

LifeHealth certificationInvestment licensesEntrepreneurial spiritInterpersonal skillsProfessional work experienceTime-management skillsDesire for continuous learning

Required

Professional work experience or 4-year degree
Entrepreneurial ambitions / spirit
History of success
Excellent time-management skills
Desire for continuous learning
Interpersonal relationship skills
Legal authorization to work in the US without sponsorship

Preferred

Background in teaching
Background in coaching
Background in real estate
Background in communication
Background in marketing
Background in mortgage lending
Background in public relations
Background in car sales
Background in hospitality
Background in training
Background in management
Background in accounting
Background as business owners
Background in sales
Background in technology

Benefits

Commission structure to support early development
Unlimited earning potential
Renewable income
Mentorship and professional development training throughout your entire career
Support for insurance licensing, SIE, Series 6 & Series 63 or Series 7 & Series 66
Retirement Package and Pension Plan
Parental leave
Flexible schedule
Health savings account
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Dental insurance
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.

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