Northwestern Mutual · 1 week ago
Financial Advisor
Mount Juliet, TN
Full-time
Onsite
New Grad, Entry LevelNorthwestern Mutual is a financial services leader dedicated to helping clients achieve financial clarity and long-term success through personalized planning. The Financial Advisor will work closely with clients to develop financial plans and provide ongoing advice to help them achieve their financial goals.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Work closely with clients to understand their needs and aspirations
Develop comprehensive financial plans
Recommend investment and insurance solutions
Provide ongoing financial advice
Assist clients in achieving their financial goals, including retirement planning, wealth management, and risk management strategies
Collaborate with team members and maintain consistent client communication to guide them through their financial journey
Qualification
Required
Expertise in Financial Planning and Financial Advisory to create customized solutions for clients
Strong knowledge of Finance and Investments, with the ability to strategize for wealth growth and management
Proficiency in Retirement Planning to help clients achieve their long-term financial aspirations
Exceptional interpersonal, communication, and relationship-building skills
Analytical and problem-solving abilities with a detail-oriented mindset
Relevant certifications such as CFP, CFA, or similar credentials, and a bachelor's degree in Finance, Business, or a related field
Previous experience in financial services, wealth management, or similar roles is highly desirable
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
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 StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
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