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Financial Advisor/Financial Representative

Remote · USA Full-time New today

Northwestern Mutual is a leading financial services company that offers a unique opportunity for individuals to become financial advisors. In this role, you will help clients achieve their financial goals by building personalized financial plans and managing client relationships throughout various life stages.

Responsibilities

  • Grow your client base by making new connections, maintaining a strong referral networks, 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

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

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.
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