Northwestern Mutual is a leading financial services company that has been helping clients navigate their financial lives for over 165 years. The Financial Advisor role involves building a clientele, educating clients on financial options, and managing financial plans while benefiting from extensive training and mentorship.
Responsibilities
- Build —Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends
- Educate —Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options
- Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations
- Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs
Skills
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
Benefits
- 401(k)
- Dental insurance
- Employee discount
- Financial planning services
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Matching gift program
- Paid training
- Parental leave
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- 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.