Financial Advisor jobs in United States
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Northwestern Mutual · 1 week ago

Financial Advisor

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. The Financial Advisor will be responsible for financial planning, managing finances, providing retirement planning, and offering investment advice to clients, forming long-term relationships to ensure clients meet their financial goals and needs.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Financial planning
Managing finances
Providing retirement planning
Offering investment advice
Deliver comprehensive financial advisory services to clients
Forming long-term relationships to ensure clients meet their financial goals and needs

Qualification

Financial PlanningFinanceInvestmentsRetirement PlanningAnalytical skillsBachelor's degreeRelevant certificationsInterpersonal skillsCommunication skillsTeam collaboration

Required

Skills in Financial Planning and Financial Advisory
Expertise in Finance and Investments
Experience with Retirement Planning
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills
Ability to work in a collaborative team environment
Bachelor's degree in Finance, Business, or related field

Preferred

Relevant certifications (e.g., CFP, CFA) are a plus

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