Northwestern Mutual · 7 hours ago
Financial Advisor (Training & Mentorship Provided)
Northwestern Mutual is a leading financial services company with over 165 years of experience in helping clients achieve their financial goals. The role of a Financial Advisor involves building and managing client relationships, creating personalized financial plans, and guiding clients through various life stages. Advisors will also benefit from extensive training and mentorship while working towards obtaining necessary licenses.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Qualification
Required
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Obtain Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63 licenses
Benefits
Dental insurance
Flexible schedule
Health insurance
Life insurance
Vision insurance
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Funding
Current Stage
Late StageRecent News
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