Northwestern Mutual · 11 hours ago
Financial Advisor
Northwestern Mutual is dedicated to providing financial clarity and long-term planning for its clients. The Financial Advisor role involves helping clients develop and implement comprehensive financial plans, managing investments, and advising on retirement planning strategies while building lasting relationships with clients.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Helping clients develop and implement comprehensive financial plans
Managing investments
Advising on retirement planning strategies
Conducting financial analysis
Assessing client goals
Tailoring recommendations to meet their unique needs
Building lasting relationships with clients
Delivering ongoing advisory support
Qualification
Required
Proficiency in Financial Planning and Financial Advisory to assess client needs and provide tailored recommendations
Experience with Retirement Planning to guide clients in preparing for their financial future
Knowledge in Finance and Investments to evaluate opportunities and manage client portfolios
Strong interpersonal and communication skills to build and maintain client relationships
Bachelor's degree in Finance, Business, Economics, or a related field
Ability to work on-site in Savannah, GA, with a commitment to long-term client care
Preferred
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.
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 StageRecent 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