Financial Advisor (Paid Training Provided) jobs in United States
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Northwestern Mutual · 1 week ago

Financial Advisor (Paid Training Provided)

Northwestern Mutual is a leading financial services company with nearly 160 years of experience. They are seeking Financial Advisors to help clients with personalized financial planning, build a client base, and manage financial products and services.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Jordana Bonville
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Responsibilities

Build—•Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. •
Educate—•Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. •
Influence— •Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. •
Own—•Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. •

Qualification

LifeHealth LicensureSIE CertificationSeries 63 CertificationSeries 7 CertificationCFP CertificationFinancial PlanningClient Relationship ManagementTeam BuildingMarket DevelopmentCommunication Skills

Required

MUST BE OPEN TO COMMISSION COMPENSATION
Sponsorship for The 2-15 Life and Health licensure, SIE, Series 63, 7 and CFP
Ability to build a client base by growing relationships with your network
Develop knowledge of NM financial products and market trends
Educate yourself beyond training through sponsored licensing and registration
Use assistive software, reporting tools, and illustrations to educate clients
Drive clients to action through expert influence and recommendations
Take ownership of development and management of the business
Review and maintain client financial plans
Provide optimum advice for your clients' needs

Preferred

Unique opportunity to pursue leadership and specialized roles
An award-winning training program to help you get started
Personalized coaching, assistance with market development, and administrative support

Benefits

Sponsorship for The 2-15 Life and Health licensure, SIE, Series 63, 7 and CFP.
Unique opportunity to pursue leadership and specialized roles.
An award-winning training program to help you get started.
Personalized coaching, assistance with market development, and administrative support.

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

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)

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase