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Northwestern Mutual · 20 hours ago

Wealth Management Advisor

Springfield, MA

Full-time

Onsite

Mid Level

Northwestern Mutual is a trusted leader in financial planning, committed to providing personalized, people-first strategies to help individuals achieve financial clarity. As a Financial Advisor, you will provide personalized financial guidance and investment strategies to clients, assessing their financial goals and creating tailored investment plans.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Responsibilities

Assessing clients' financial goals

Analyzing market trends

Creating tailored investment plans

Nurturing long-term client relationships

Identifying opportunities for life insurance and other financial products

Ensuring compliance with regulatory standards

Active engagement in business development and community outreach to expand client network and impact

Qualification

Financial planningRisk managementInvestment strategiesWealth management toolsPortfolio managementData analysisOrganizationResults-driven mindsetCommunity outreachState licensureRelevant certificationsBachelor's degreeInterpersonal skillsCommunication skillsRelationship-buildingAttention to detail

Required

Strong financial acumen and expertise in financial planning, risk management, and investment strategies

Exceptional interpersonal, communication, and relationship-building skills

Proven ability to analyze data, conduct market research, and create comprehensive reports

Experience with wealth management tools, advisory services, and portfolio management

Organization, attention to detail, and ability to manage multiple client accounts effectively

A results-driven mindset with a passion for helping clients achieve financial security

Preferred

State licensure for financial advising and relevant certifications (e.g., CFP, Series 7 or Series 66)

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

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)