Northwestern Mutual · 1 day ago
Financial Advisor (Training Provided)
Providence, RI
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $85K/yrNorthwestern Mutual is seeking a Financial Advisor who provides strategic advice to clients to help them achieve their financial goals. The role involves conducting comprehensive financial assessments, recommending investment strategies, and building long-lasting client relationships.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Sabrina Ourique
Responsibilities
Conduct a comprehensive assessment of clients' financial situations, including their income, expenses, assets, liabilities, insurance coverage, tax status, and financial objectives
Analyze market data to recommend investment strategies tailored to clients' risk tolerance and financial goals, advising on products like stocks, bonds, mutual funds, and insurance
Build and maintain long-lasting relationships with clients by providing personalized financial planning services and advice. This includes regular portfolio reviews and adjustments based on changes in the client's life or financial markets
Educate clients on financial concepts, investment options, and potential risks, ensuring they understand the implications of their financial decisions
Stay updated with changes in financial regulations and ensure all advice and practices comply with legal standards
Expand the client base through networking, referrals, and understanding market needs to identify new business opportunities
Prepare or interpret financial documents, investment performance reports, and income projections for clients to review their financial status and progress towards their goals
Qualification
Required
Conduct a comprehensive assessment of clients' financial situations, including their income, expenses, assets, liabilities, insurance coverage, tax status, and financial objectives
Analyze market data to recommend investment strategies tailored to clients' risk tolerance and financial goals, advising on products like stocks, bonds, mutual funds, and insurance
Build and maintain long-lasting relationships with clients by providing personalized financial planning services and advice
Educate clients on financial concepts, investment options, and potential risks, ensuring they understand the implications of their financial decisions
Stay updated with changes in financial regulations and ensure all advice and practices comply with legal standards
Expand the client base through networking, referrals, and understanding market needs to identify new business opportunities
Prepare or interpret financial documents, investment performance reports, and income projections for clients to review their financial status and progress towards their goals
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
H1B Sponsorship
Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
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2026-01-17
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