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Northwestern Mutual · 15 hours ago

Financial Advisor - Career Changers Encouraged!

Philadelphia, PA

Full-time

Onsite

New Grad, Entry Level

Northwestern Mutual is a Fortune 500 company with over 165 years of experience in financial planning. They are seeking a Financial Advisor to engage with clients, develop financial plans, and provide ongoing support to help clients navigate their financial lives.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Responsibilities

Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns

Financial Planning: Develop comprehensive financial plans, including investments, insurance, and retirement strategies

Insurance Solutions: Recommend and implement strategies to protect clients' assets and income

Ongoing Support: Monitor and update clients’ financial plans as needed to adapt to changing circumstances

Networking: Build and maintain a client network through referrals, community involvement, and professional associations

Qualification

Financial PlanningClient ConsultationInsurance SolutionsAnalytical ThinkingTrust BuildingBusiness DevelopmentInterpersonal SkillsCommunication SkillsBachelor's DegreeLicenses Series 6Licenses 63

Required

Strong interpersonal and communication skills

Analytical thinking

The ability to build trust and rapport with clients

Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)

Preferred

A bachelor's degree is preferred

Previous experience in financial services, insurance, or business development is beneficial but not required

Benefits

Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more

Retirement Package and Pension Plan

Medical, Dental, Vision, Life Insurance and Disability Income Insurance

Family Financial Planning

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)