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

Financial Advisor

Northwestern Mutual is a company that provides financial planning services, and they are seeking a Financial Advisor to manage their own practice and help clients achieve their financial goals. The role involves client-building, delivering personalized financial plans, and making a positive impact in the community.

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Hiring Manager
Jon Crowley
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Responsibilities

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Assist clients with achieving their financial goals through personalized, holistic financial plans tailored to every client’s unique needs
Grow relationships with clients to support them through every stage of life
Make an impact on your community

Qualification

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6Bachelor’s degreeEntrepreneurial ambitionsDesire for potentialInterpersonal skillsRelationship-building experience

Required

Legal authorization to work in the US without sponsorship
Obtain Life/Accident & Health Certifications
Obtain Securities Industry Essentials (SIE)
Obtain Series 6, 7, and 63 licenses

Preferred

Bachelor's degree (preferred but not required)
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Strong interpersonal skills
A desire to reach your full potential

Benefits

Fully company-funded retirement package and pension plan
Medical, Vision, and Dental plans
Life Insurance and Disability Income Insurance
Parental benefits

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.

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