Entry Level Wealth Management and Insurance Financial Advisor (Sales Training & Mentorship Provided)
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
Company H1B Sponsorship