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Northwestern Mutual Financial Advisor
Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Compensation:$100,000+ at plan yearly
Responsibilities:- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Seek, identify, and secure strong relationships with new clients by serving as their trusted Financial Advisor
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- Serve as a collaborative team player willing to further development through continued training opportunities
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Valid FINRA Series 7 & 63/66 preferred but not required
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Basic understanding of the role of a Financial Advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!
