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Financial Advisor Program (Licensing & Training Provided) jobs in United States
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Northwestern Mutual · 4 hours ago

Financial Advisor Program (Licensing & Training Provided)

Northwestern Mutual has been helping clients achieve financial security for over 160 years, and they are seeking a Financial Representative to provide expert guidance on financial planning and investment strategies. This role involves developing personalized financial plans, providing risk management advice, and maintaining client relationships.
FinanceConsultingHuman ResourcesProperty & Casualty InsuranceProfessional ServicesHealth InsuranceAdviceEmployee BenefitsFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Develop personalized financial plans tailored to clients' needs and objectives
Provide expert advice on risk management, wealth accumulation, and retirement planning
Offer solutions including life, disability income, and long-term care insurance
Utilize Northwestern Mutual’s financial planning tools to analyze clients' financial situations
Maintain and grow a portfolio of clients through networking, referrals, and community engagement
Stay updated on industry trends, products, and services to provide clients with the best possible solutions
Collaborate with other professionals within the company to offer comprehensive financial planning services

Qualification

Client relationship managementInterpersonal skillsCommunication skillsSelf-motivationWillingness to obtain licenses

Required

Strong interpersonal and communication skills
Ability to build and maintain client relationships
Self-motivated with a passion for helping others achieve financial security
Willingness to obtain necessary licenses and certifications

Benefits

Comprehensive training and professional development program along with 1 on 1 training with an experienced advisor.
Competitive compensation package with performance-based incentives.
Access to industry-leading financial planning tools and resources.
Opportunities for advancement and career growth within the company.
Supportive and collaborative work environment.

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