Northwestern Mutual is a leading financial services company that empowers individuals and families through personalized financial planning. The Financial Advisor will collaborate with clients to create and implement financial plans, providing guidance on investments, retirement planning, and insurance while maintaining strong client relationships.
Responsibilities
- Develop and implement tailored financial plans to achieve clients' short and long-term goals
- Provide expert guidance on investments, retirement planning, insurance, and financial strategies
- Maintain ongoing client relationships and monitor financial portfolios
- Recommend adjustments based on market trends and client needs
- Ensure exemplary client service and support
Skills
- Professional work experience or 4-year degree
- Entrepreneurial ambitions / spirit
- History of success
- Excellent time-management skills
- Desire for continuous learning
- Interpersonal relationship skills
- Legal authorization to work in the US without sponsorship
- Background in teaching
- Background in coaching
- Background in real estate
- Background in communication
- Background in marketing
- Background in mortgage lending
- Background in public relations
- Background in car sales
- Background in hospitality
- Background in training
- Background in consulting
- Background in management
- Background in accounting
- Background as business owners
- Background in sales
- Background in technology
Benefits
- Commission structure to support early development
- Unlimited earning potential
- Renewable income
- Mentorship and professional development training throughout your entire career
- Support for insurance licensing, SIE, Series 6 & Series 63 or Series 7 & Series 66
- Retirement Package and Pension Plan
- Parental leave
- Flexible schedule
- Health savings account
- The opportunity to design your roadmap to leadership and specialized roles
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
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.