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Northwestern Mutual · 12 hours ago

Financial Advisor - Career Changers Welcomed! (Training Provided)

Upper Arlington, OH

Full-time

Hybrid

New Grad, Entry Level

Northwestern Mutual is dedicated to helping individuals achieve financial clarity with personalized, long-term planning. As a Financial Representative, you will assist clients in creating tailored financial plans and provide advice on various financial strategies.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Hiring Manager

Nicholas Minich

Responsibilities

Help clients create comprehensive financial plans tailored to their goals

Educating clients on financial planning strategies

Providing advice on investments, insurance, and retirement planning

Ensuring financial strategies align with client objectives

Building lasting relationships with clients

Staying updated on financial industry changes

Qualification

Financial PlanningRetirement PlanningInvestmentsInsurance conceptsFinance conceptsRelevant certificationsSales experienceCustomer-focused rolesBachelor’s degreeInterpersonal skillsCommunication skillsProblem-solving abilitiesClient-focused mindset

Required

Strong financial knowledge, including Financial Planning, Retirement Planning, and Investments

Intermediate understanding of Insurance and Finance concepts

Excellent interpersonal and communication skills for building client relationships

Problem-solving abilities and a client-focused mindset

Previous experience in sales or customer-focused roles is a plus

Relevant certifications or licensing (e.g., Life and Health Insurance License, Series 7 or 63) are beneficial

Preferred

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)