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

Financial Advisor

Northwestern Mutual is a leading financial services organization focused on helping clients achieve financial security through personalized financial planning. The Financial Advisor role involves building comprehensive financial plans, advising clients on investments and retirement, and developing strong client relationships.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
CJ Carr
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Responsibilities

Building and implementing comprehensive financial plans tailored to clients' goals
Advising on retirement planning, personal investments, and wealth management strategies
Helping clients achieve long-term financial security
Developing client relationships
Conducting financial analyses
Staying informed about current market trends

Qualification

Financial PlanningRetirement PlanningInvestmentsFinanceFinancial AdvisoryCFP® CertificationEthical GuidanceCommunication SkillsInterpersonal SkillsTime ManagementOrganizational Abilities

Required

Expertise in Financial Planning and Retirement Planning to help clients structure their financial goals effectively
Strong skills in Investments and Finance to provide sound investment advice and strategies
Proficiency in Financial Advisory to support clients in making informed decisions and achieving financial security
Exceptional communication and interpersonal skills to build and maintain client relationships
Ability to work in a hybrid setup with professional time management and organizational abilities
A commitment to providing ethical, client-focused financial guidance

Preferred

Bachelor's degree in Finance, Business, Economics, or a related field is preferred
Relevant certifications such as CFP® (Certified Financial Planner) are an asset

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