Financial Advisor (Training & Mentorship Provided) jobs in United States
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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
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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

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6Bachelor’s degreeEntrepreneurial ambitionsCommunicatorDriveRelationship-buildingTime-management skillsContinuous learningCritical thinkingMotivation

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

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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