Northwestern Mutual is a Fortune 500 company that has been helping individuals, families, and businesses with financial security for over 165 years. They are seeking full-time Financial Advisors who will develop client practices and deliver comprehensive financial planning across various life stages.
Responsibilities
- Prospecting, networking, and developing a pipeline of prospective clients through referrals, community engagement, and outreach
- Conducting discovery meetings, building personalized financial plans, and implementing solutions aligned to clients’ goals
- Managing ongoing client relationships and servicing policies and portfolios over time
- Completing licensing and continuing education requirements and maintaining accurate records and compliance standards
- Working with office specialists and mentors to coordinate client solutions and grow your business
Skills
- Complete required licensing and continuing education requirements
- Maintain accurate records and compliance standards
- Develop a client practice and guide clients through planning conversations
- Prospecting, networking, and developing a pipeline of prospective clients
- Conducting discovery meetings and building personalized financial plans
- Managing ongoing client relationships and servicing policies and portfolios
- Work with office specialists and mentors to coordinate client solutions
- Demonstrated client-facing experience (sales, financial services, mortgage, real estate, insurance, business development, education, or related fields)
- Entrepreneurial, self-motivated individuals who seek autonomy
- Strong communicators who are coachable, results-oriented, and committed to a client-first approach
- Candidates must be legally authorized to work in the U.S
- Bachelor's degree preferred but not required with significant relevant experience
Benefits
- Comprehensive medical, dental, and vision plans.
- Life insurance and disability income coverage.
- Retirement benefits including 401(k) and company retirement/pension provisions.
- Parental benefits and paid time off.
- Sponsorship and financial support for licensing and credentialing, ongoing professional development, and business expense allowances during early development.
- Leadership development and advancement opportunities; hybrid work model once training and onboarding milestones are met.
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.