Financial Advisor - Training Provided jobs in United States
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Northwestern Mutual · 16 hours ago

Financial Advisor - Training Provided

Northwestern Mutual is a company that values people as its core asset, and they are seeking a financial advisor to help clients achieve better financial outcomes. The role involves growing a client base, building personalized financial plans, and managing clients' financial goals throughout various life stages.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Antonietta Gaudio
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Responsibilities

Grow your client base by making new connections, maintaining a strong referral network, 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

Sales experienceClient engagementFinancial planningEntrepreneurial mindsetInterpersonal skillsCommunication skillsDetail-orientedSelf-motivatedCreative problem-solving

Required

3-5 years' experience in sales and relationship-focused client engagements
We are seeking candidates with a hunter mentality and with an entrepreneurial mindset
Excellent interpersonal and communication skills
Ability to simplify financial planning, insurance and retirement planning to explain them in terms clients can easily understand
Able to apply creative solutions to a variety of issues in a fast-paced environment
There is occasional travel in some territories (up to 25% travel), which includes networking events, and meeting potential clients in your area(s)
Proactively prospect for new clients by leveraging market research, sales tools, etc
Detail-oriented, self-motivated with a strong work ethic and the ability to work independently

Benefits

Renewal income earned for continued client support and policy management.
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more.
Certified Financial Planner® licensing support
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
Medical, Dental, Vision

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