Financial Advisor jobs in United States
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Northwestern Mutual · 11 hours ago

Financial Advisor

Northwestern Mutual is an award-winning firm dedicated to helping clients achieve their financial goals. They are seeking motivated individuals to join their team in Naples, Florida, as Financial Advisors, where the role involves building strong client relationships and providing personalized financial strategies.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Jonathan Ramirez, CFP®RICP®CLU®
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Responsibilities

Develop and nurture long-lasting relationships with clients
Provide comprehensive financial planning and investment services tailored to individual client needs
Utilize Northwestern Mutual’s extensive range of products and services to create personalized solutions
Actively seek new client relationships through networking, referrals, and business development activities
Continuously monitor and adapt clients’ financial plans as their needs evolve
Stay informed about industry trends, regulations, and best practices to deliver exceptional service

Qualification

Licenses for financial representativeSales experienceFinance experienceConsulting experienceBachelor’s degreeCommunication skillsInterpersonal skillsSelf-motivatedGoal-oriented

Required

Strong communication and interpersonal skills
A self-motivated, goal-oriented individual with a passion for helping others
Ability to work independently and collaboratively within a team
Must obtain the necessary licenses to become a registered financial representative (training and support provided)

Preferred

Bachelor's degree preferred
Prior sales, finance, or consulting experience is a plus, but not required

Benefits

Comprehensive training and mentorship programs to support your career growth.
Competitive compensation with uncapped earning potential.
Opportunities for professional development and advancement.
A supportive and collaborative work environment.
Access to industry-leading tools and resources.

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