Northwestern Mutual is a leading financial services company dedicated to helping clients achieve their financial goals through comprehensive planning. The Financial Advisor role involves building client relationships, creating personalized financial plans, and managing those plans to ensure clients meet their objectives.
Responsibilities
- Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them achieve their goals
- Grow relationships with clients to support them through every stage of life
- Obtain licenses as a financial representative focused on client-building
- Participate in award-winning training programs to develop skills and knowledge for building a financial planning practice
- Utilize Northwestern Mutual’s proprietary planning software to educate clients and deliver financial plans
- Shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure
- Access training and development throughout your career to support your growth as a financial advisor
- Engage in continuous learning and collaboration to enhance your skills and client service
Skills
- Bachelor's degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Obtain Life/Accident & Health Certifications
- Obtain Securities Industry Essentials (SIE)
- Obtain Series 6, 7, and 63 licenses
Benefits
- Fully company-funded retirement package and pension plan
- Competitive and comprehensive medical, vision, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
Company Overview
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is https://www.northwesternmutual.com.