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Northwestern Mutual · 2 weeks ago

Wealth Management Advisor - Full Training and Development

Philadelphia, PA

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $158K/yr

Northwestern Mutual is seeking a Financial Advisor who will provide sound financial planning and investment advice to clients. The role involves meeting with clients to assess their financial needs and developing tailored financial plans to help them achieve their goals.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Responsibilities

Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets

Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools

Securing stocks and bonds and establishing progressive savings accounts

Moving money from accounts per industry and federal regulations

Performing market research to stay current with financial trends

Preparing financial documents, such as income projections and investment reports

Maintaining compliance with all rules and regulations in the financial industry

Identifying and pursuing potential clients to maintain a strong client base

Qualification

Financial planningInvestment strategiesMarket researchClient relationship managementCompliance knowledge

Required

Ability to Commute: Philadelphia, PA 19103

Ability to Relocate: Philadelphia, PA 19103: Relocate before starting work

Preferred

Bachelor's

Benefits

401(k)

Dental insurance

Flexible schedule

Health insurance

Paid time off

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)