Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. The Financial Advisor role focuses on helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations

Skills

• A bachelor's degree in finance, business, or a related field is preferred
• Previous experience in financial services, insurance or business development is beneficial but not required
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients
• Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance
• Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Competitive compensation structure including performance incentives, with no ceiling.
• Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Flexibility to create a schedule that fits your lifestyle and goals.
• This is a Hybrid position.

Company Overview

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