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Northwestern Mutual · 1 day ago

Financial Advisor-Licensing & Training Provided

Richmond, VA

Full-time

Onsite

New Grad, Entry Level

Northwestern Mutual is a well-established firm offering a career in financial planning and client advisory work. This role focuses on building enduring client relationships while developing an independent practice with comprehensive training and development support.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Hiring Manager

Samantha B.

Responsibilities

Develop and deliver comprehensive financial plans tailored to clients' long-term goals, including retirement, investment management, Risk management, estate planning, and education funding strategies

Build and grow a personal book of business by cultivating relationships through networking, referrals, and community engagement

Maintain ongoing client relationships by conducting regular reviews, monitoring progress, and adjusting financial strategies as clients' goals and circumstances evolve

Educate and guide clients with thoughtful well-informed financial advice while remaining current on industry trends, regulatory requirements and best practices

Commit to continuous professional development through firm-sponsored training, mentorship, and ongoing education to enhance advisory expertise and client service

Qualification

Financial PlanningClient AdvisoryNetworkingInsurance LicensingContinuous Professional Development

Required

Commit to continuous professional development through firm-sponsored training, mentorship, and ongoing education to enhance advisory expertise and client service

Develop and deliver comprehensive financial plans tailored to clients' long-term goals, including retirement, investment management, Risk management, estate planning, and education funding strategies

Build and grow a personal book of business by cultivating relationships through networking, referrals, and community engagement

Maintain ongoing client relationships by conducting regular reviews, monitoring progress, and adjusting financial strategies as clients' goals and circumstances evolve

Educate and guide clients with thoughtful well-informed financial advice while remaining current on industry trends, regulatory requirements and best practices

Benefits

NM-Funded Retirement Package and Pension Plan

Start up Capital- Additional income structure to support training and early development

Performance Pay

Renewal income earned for continued client support and policy management

Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more

Competitive and comprehensive medical, vision, and dental plans

Heath, Dental, and Life Insurance and Disability Income 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)