Northwestern Mutual · 3 hours ago
Financial Advisor
Washington, DC
Full-time
Onsite
Mid LevelNorthwestern Mutual is a people-first financial services company committed to helping individuals and businesses achieve financial security. The Financial Advisor will work closely with clients to manage and grow their financial portfolios, conducting financial planning and creating tailored investment strategies.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Odunjo Copeland
Responsibilities
Conducting financial planning
Creating tailored investment strategies
Providing retirement planning guidance
Delivering comprehensive financial advisory services
Collaboration with a team of professionals
Maintaining long-term client relationships
Qualification
Required
Strong understanding of Financial Planning, Finance, and Investments
Experience in Retirement Planning and Financial Advisory services
Excellent interpersonal and communication skills for client relationship management
Proven ability to analyze financial data and recommend customized solutions
Bachelor's degree in Finance, Business Administration, or a related field
Ability to work effectively in a collaborative, team-oriented environment
Self-motivated with a strong commitment to clients' financial success
Preferred
Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
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 StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-17
Company data provided by crunchbase