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Northwestern Mutual · 22 hours ago

Financial Advisor

Houston, TX

Full-time

Onsite

New Grad, Entry Level

Northwestern Mutual is a leading financial services organization dedicated to providing long-term financial planning and security. The Financial Advisor will engage with clients to provide tailored financial planning services, including retirement planning and investment strategies, while building lasting client relationships.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Hiring Manager

Imani Randolph, M.A.

Responsibilities

Conducting client consultations

Analyzing financial needs

Executing financial strategies

Offering informed guidance to help clients achieve their long-term financial goals

Building lasting client relationships

Maintaining up-to-date knowledge of financial markets

Qualification

Financial PlanningRetirement PlanningFinancial AdvisoryFinanceInvestmentsCertifications CFP®Certifications ChFC®Client Relationship ManagementCommunication SkillsProblem-Solving SkillsCollaborative Work

Required

Proficiency in Financial Planning with expertise in creating customized financial roadmaps

Strong understanding of Finance, including budgeting and asset management

Experience in Retirement Planning and Investments, with a demonstrated ability to meet diverse client needs

Competence in Financial Advisory, offering expert insights and strategic solutions

Exceptional communication, client relationship management, and problem-solving skills

Ability to work collaboratively in a fast-paced, on-site environment

Bachelor's degree in Finance, Business Administration, or a related field

Preferred

Relevant certifications such as CFP®, ChFC®, or other financial planning designations

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)