Financial Representative / Financial Advisor jobs in United States
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Northwestern Mutual · 3 hours ago

Financial Representative / Financial Advisor

Northwestern Mutual is a Fortune Top 100 Company with over 160 years of financial leadership. They are seeking individuals to become Financial Advisors, focusing on client development, personalized financial planning, and building a successful financial services business.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Develop and grow your client base through networking, referrals, and relationship building
Build customized financial plans tailored to each client’s goals and needs
Deliver holistic financial planning solutions, including:
Investment & Wealth Management
Retirement Planning
Asset & Income Protection
Insurance Planning
Education Funding Strategies
Trust & Estate Planning
Business Succession Planning
Manage and adjust client financial strategies as life changes
Build long-term, trusted relationships across all life stages

Qualification

Financial PlanningClient DevelopmentRelationship BuildingSales ExperienceCommunication SkillsEntrepreneurial MindsetCompetitive DriveCoachabilityWork EthicTime Management

Required

No Experience Required
Develop and grow your client base through networking, referrals, and relationship building
Build customized financial plans tailored to each client's goals and needs
Deliver holistic financial planning solutions, including: Investment & Wealth Management, Retirement Planning, Asset & Income Protection, Insurance Planning, Education Funding Strategies, Trust & Estate Planning, Business Succession Planning
Manage and adjust client financial strategies as life changes
Build long-term, trusted relationships across all life stages
In-depth financial education
Client acquisition strategies
Mentorship from top-producing advisors
National advisor network support
Business development coaching
Ongoing leadership training
Life, Accident & Health Insurance Licenses
Securities Industry Essentials (SIE)
Series 6, Series 7, Series 63
Certified Financial Planner® (CFP®) education & licensing support
Performance-based compensation model with uncapped earning potential
Fully company-funded retirement package & pension
Comprehensive medical, dental, and vision insurance
Life and disability income insurance
Parental benefits
Ongoing education reimbursement
Strong relationship-building skills
Excellent communication skills
Strong work ethic and motivation
Competitive drive
Coachability and desire for growth
Ability to manage time and priorities independently

Preferred

Bachelor's degree
Entrepreneurial mindset
Sales, account management, or client-facing experience

Benefits

Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Professional development assistance
Referral program
Retirement plan
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.

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