Financial Advisor| Fast-Track to Leadership and CFP certification jobs in United States
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Northwestern Mutual ยท 1 day ago

Financial Advisor| Fast-Track to Leadership and CFP certification

Northwestern Mutual is a premier financial planning team located in Philadelphia, seeking driven professionals ready to build a practice. The role involves identifying and cultivating client relationships, creating customized financial plans, and obtaining necessary licenses with full support.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Peter Mulligan Jr
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Responsibilities

Build Your Book: Identify and cultivate relationships with clients to build a sustainable practice
Holistic Planning: Create customized financial plans involving investment, retirement, and risk management strategies
Master the Craft: Utilize our industry-leading training to obtain your Series 6, 7, 63, and Life/Health licenses (fully sponsored)

Qualification

Financial PlanningClient Relationship ManagementStrategic ThinkingSales ExperienceInterpersonal IntelligenceGrit & DisciplineLeadership PotentialTeam CollaborationProblem Solving

Required

Strong history of personal or professional achievement
US Work Authorization

Preferred

Bachelor's degree

Benefits

Comprehensive Benefits: Medical, Dental, Vision, Retirement Plan, and Expense Allowances.

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