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Northwestern Mutual · 4 days ago

Financial Advisor Program (Licensing & Training Provided)

Wellesley, MA

Full-time

Hybrid

New Grad, Entry Level

Northwestern Mutual is seeking financial professionals, entry-level applicants, and career changers to join their growing firm. As a Financial Advisor, you will work closely with clients to develop personalized financial plans and provide investment management advice while receiving extensive training and mentorship.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Responsibilities

Assess clients' financial situations through detailed analysis and discussions

Develop tailored financial plans that align with clients' goals and risk tolerance

Provide guidance on investment management, including asset allocation and portfolio diversification

Stay informed about current market trends and changes in financial regulations

Educate clients on various financial products and services available to them

Conduct thorough research to support recommendations on wealth management strategies

Assist clients with estate planning, including , and other legal considerations

Maintain strong relationships with clients through regular communication and follow-ups

Collaborate with other professionals, such as attorneys and accountants, to ensure comprehensive service delivery

Qualification

Financial planningInvestment managementEstate planningFinancial conceptsResearch skillsSales abilitiesCommunicationRelationship buildingPositive attitudeIndependent work

Required

Bachelors Degree or higher required

A positive attitude and dependable judgement

Values of integrity and honesty

Excellent communicator and relationship builder

Ability to work independently with a go-getter mindset

Preferred

Familiarity with the broader landscape of financial services and products available to consumers

Solid grasp of financial concepts including budgeting, saving, investing, and retirement planning

Excellent research skills to stay updated on market trends and regulatory changes

Strong sales abilities to effectively communicate value propositions to potential clients

Proficiency in financial software for analysis and reporting is a plus

Benefits

Retirement Package

Dental insurance

Flexible schedule

Health insurance

Life insurance

Tuition reimbursement

Vision insurance

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)