Northwestern Mutual · 1 day ago
Financial Advisor/Financial Representative
Northwestern Mutual is a leading financial services company that offers a unique opportunity for individuals to become financial advisors. In this role, you will help clients achieve their financial goals by building personalized financial plans and managing client relationships throughout various life stages.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Qualification
Required
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Benefits
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Funding
Current Stage
Late StageRecent News
UPSTATE BUSINESS JOURNAL
2025-12-12
Company data provided by crunchbase