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Northwestern Mutual · 1 week ago

Financial Advisor

Huntersville, NC

Full-time

Onsite

New Grad, Entry Level

Northwestern Mutual is a leading financial services company that is looking to hire motivated individuals as Financial Advisors in Huntersville, NC. The role involves providing comprehensive financial planning services, developing and implementing financial plans, and building long-term client relationships.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

No H1B

Responsibilities

Build and maintain long-term relationships with clients by providing financial planning services

Conduct client meetings to assess their financial needs, goals, and risk tolerance

Develop and implement financial plans to help clients achieve their financial objectives

Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance

Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients

Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice

Meet regularly with clients to review their financial plans and make adjustments as necessary

Generate new business through networking and referrals

Qualification

Financial planningInvestment managementSales experienceClient relationship managementDesire for learningCommunication skillsAttention to detailTime management