Financial Advisor jobs in United States
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Northwestern Mutual · 15 hours ago

Financial Advisor

Northwestern Mutual is a Fortune 100 company specializing in financial planning. They are seeking a Financial Advisor who will provide personalized financial advice, develop comprehensive financial plans, and build strong client relationships.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Hiring Manager
Gwen Giallonardo
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Responsibilities

Provide financial advice and guidance to clients based on their financial goals and objectives
Develop and implement comprehensive financial plans for clients, including investment strategies, retirement planning, and estate planning
Conduct thorough financial analysis to assess clients' current financial situation and identify areas for improvement
Recommend appropriate financial products and services to clients, such as insurance policies, investment portfolios, and retirement accounts
Stay up-to-date on industry trends and changes in financial regulations to ensure compliance with applicable laws
Build and maintain strong relationships with clients through regular communication and meetings
Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions

Qualification

Bachelor's DegreeFinancial PlanningClient Relationship ManagementFinancial AnalysisInvestment ManagementWealth ManagementMathematical ProficiencyInterpersonal SkillsTime ManagementContinuous Learning

Required

Bachelor's Degree
Experience building meaningful relationships
Interpersonal skills for success in client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship
Bachelor's degree in finance, accounting, or a related field
Proven experience working in the financial services industry
Strong knowledge of asset management principles and practices
Proficient in mathematical concepts and calculations related to finance
Familiarity with wealth management strategies and techniques
Excellent financial planning skills, including the ability to analyze complex financial data and develop effective strategies
Demonstrated ability to generate new business through financial sales techniques
Knowledge of investment management principles and practices
Technical accounting skills to analyze financial statements and reports

Preferred

Las Vegas, NV 89169: Reliably commute or planning to relocate before starting work

Benefits

1st Year Incentive Package
Accelerated Commission Structure
Renewable Income
Formalized Bonus Program
Expense Allowance
Reimbursement for insurance licensing, SIE, Series 7, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
Dental insurance
Health insurance
Life insurance
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.

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