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Northwestern Mutual · 1 day ago

Financial Advisor

St. Petersburg, FL

Full-time

Hybrid

New Grad, Entry Level

Northwestern Mutual is a leading financial services company, offering tailored advice and solutions to empower individuals to achieve financial clarity and security. The Financial Advisor will work directly with clients to provide personalized financial planning and guidance, assessing their goals and developing strategies to secure their financial futures.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Responsibilities

Assessing clients' financial goals

Developing tailored investment and retirement strategies

Advising on financial products and insurance solutions

Helping clients make informed decisions to secure their financial futures

Cultivating strong client relationships

Staying up-to-date with market trends and financial planning best practices

Qualification

Financial PlanningFinanceInvestmentsRetirement PlanningCFP® CertificationAnalytical SkillsCommunication SkillsInterpersonal SkillsAttention to Detail

Required

Expertise in Financial Planning, including creating and implementing personalized financial strategies

Proficiency in Finance, Investments, and Retirement Planning to offer comprehensive advice to clients

Experience in Financial Advisory roles with a client-focused approach

Strong communication and interpersonal skills to build trust and long-term relationships

Attention to detail, analytical skills, and the ability to remain up-to-date with changes in financial regulations and market trends

Ability to work collaboratively in a hybrid environment, including in-office and remote tasks

Preferred

Relevant certifications such as CFP® (Certified Financial Planner) or progress toward certification is preferred

Bachelor's degree in finance, economics, business, or a related discipline is desirable

Company

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

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)