Financial Advisor - Bilingual jobs in United States
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Northwestern Mutual · 22 hours ago

Financial Advisor - Bilingual

Northwestern Mutual is a Fortune 100 company that has been helping clients navigate their financial lives for over 160 years. They are seeking a Financial Advisor who will build client relationships, educate clients on financial products, and manage financial plans to meet clients' needs.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Responsibilities

Build —Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends
Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans
Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations
Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs

Qualification

Financial PlanningSpanish FluencySales ExperienceClient ServicesEntrepreneurial AmbitionsTime ManagementContinuous Learning

Required

4-year degree; or equivalent professional work experience
Spanish Fluency
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship

Benefits

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance
Financial planning services
Matching gift program
Tuition reimbursement

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