Financial Advisor - Client Acquisition Consulting jobs in United States
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Northwestern Mutual · 4 days ago

Financial Advisor - Client Acquisition Consulting

Northwestern Mutual is a Fortune 90 Company that offers comprehensive financial planning services. They are seeking Financial Advisors who will help clients achieve their financial goals through tailored solutions and expert advice, while also providing opportunities for professional growth and independence.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Hiring Manager
Sara Swift
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Responsibilities

Developing your professional network; connecting with clients & client prospects
Building rapport with prospects to understand in depth their financial goals, needs and concerns
Developing recommendations and tailoring solutions to each client’s needs
Collaborating with experts to develop financial acumen and expertise

Qualification

Financial planningSales experienceClient relationship buildingCommunicationTime managementEntrepreneurial spiritSelf-motivatedGoal-orientedContinuous learning

Required

Must be based within commuting distance of Lincoln, Nebraska to be considered
4-year degree; or equivalent professional work experience
An entrepreneurial spirit and desire to manage your own business
History of success in sales, athletics, customer services or client-facing roles
Excellent written and communication skills
Self-motivated, coachable, goal-oriented and enthusiastic presence, and a desire for continuous learning
Excellent time-management skills
Legal authorization to work in the US without sponsorship

Benefits

Commission structure to support early development
Renewable income
Support for insurance licensing (LAH), SIE, Series 6, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase