Company

Northwestern MutualSee more

addressAddressGulfport, MS
type Form of workFull-time
salary Salary$70,000 - $90,000 a year
CategoryAccounting/Finance

Job description

Responsibilities:
- Build and maintain strong relationships with clients, providing them with personalized financial advice and guidance
- Assess clients' financial goals, risk tolerance, and investment preferences to develop tailored financial plans
- Recommend appropriate investment strategies and products based on clients' needs and objectives
- Monitor and review clients' portfolios to ensure they are aligned with their financial goals
- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' investments
- Conduct financial analysis and research to support investment recommendations
- Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial planning services
- Educate clients on various financial concepts and strategies to help them make informed decisions

Financial advisors have the unique opportunity to be coached and mentored by veteran advisors in our firm who take on leadership roles as developers in the firm. Cary Trapani plays a dual role as a Growth and Development Director (GDD) for Northwestern Mutual-New Orleans. Creating an impact in the lives of others has always been a passion of his and as a GDD, Cary is able to help recruit and develop new Financial Representatives. In his dual role, Cary is responsible for growing a team of like-minded individuals to be successful Financial Representatives for the Gulfport office.

If you apply to this posting, you will be introduced to our recruiting team and Cary's team to learn more about the competitive compensation, comprehensive benefits package, and opportunities for career growth. Characteristics of great Financial Advisors include:

Multi Tasker

A Self Starter Consistently Focused on Progress

Optimistically Radiant with Grit

A Great Sense of Humor

A Coachable Leader

Have a proven record of success

Confident

Active on the Gulf Coast

Job Type: Full-time

Pay: $70,000.00 - $90,000.00 per year

Benefits:

  • 401(k)
  • Health insurance
  • Life insurance
  • Paid training
  • Parental leave
  • Professional development assistance
  • Retirement plan
  • Vision insurance

Compensation package:

  • 1099 contract
  • Bonus opportunities
  • Commission pay

Weekly schedule:

  • Monday to Friday

Work setting:

  • In-person
  • Office

Ability to Relocate:

  • Gulfport, MS: Relocate before starting work (Required)

Work Location: In person

Benefits

Paid training, Health insurance, 401(k), Parental leave, Vision insurance, Professional development assistance, Life insurance, Retirement plan
Refer code: 9051671. Northwestern Mutual - The previous day - 2024-04-16 19:02

Northwestern Mutual

Gulfport, MS
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