Northwestern Mutual · 2 weeks ago
Financial Advisor
Upper Arlington, OH
Full-time
Onsite
New Grad, Entry LevelNorthwestern Mutual is a company that focuses on helping clients achieve their financial objectives through personalized financial solutions. As a Financial Advisor, you will develop relationships with clients, provide tailored financial advice, and maintain client portfolios while benefiting from extensive training and mentorship opportunities.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Representatives help clients to achieve & maintain financial security by providing financial advice & matching solutions with client’s needs and goals
Develop rapport with clients to foster long-term relationships
Be knowledgeable about Northwestern Mutual financial products & financial market trends
Build & maintain client bases, keep current client financial plans up to date & build a portfolio of new clients on an ongoing basis
Provide dedicated & focused client experiences
Qualification
Required
Ability to understand clients' goals & visions to uncover financial solutions
Ability to develop rapport with clients to foster long-term relationships
Knowledge about Northwestern Mutual financial products & financial market trends
Ability to build & maintain client bases and keep current client financial plans up to date
Ability to provide dedicated & focused client experiences
Preferred
Access to a high-quality training program
Mentorship & professional development training
Financial support for professional designations & certifications, Series 6 & 63
Opportunity to design a roadmap to leadership & specialized roles
A culture that promotes diversity, teamwork, work/life balance, recognition & rewards
Benefits
A high-quality training program to help you get started.
Mentorship & professional development training throughout your entire career.
Leading industry products & solutions built on an integrated technology platform.
Financial support for professional designations & certifications, Series 6 & 63, boosting your career from Financial Representative to Financial Advisor.
The opportunity to design your roadmap to leadership & specialized roles.
A culture that promotes diversity, teamwork, work/life balance, recognition & rewards.
A rewarding career, with extraordinary income potential & a variable compensation model including recognition & bonuses, where hard work directly relates to your sales results.
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
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-17
Company data provided by crunchbase