Financial Advisor (Licensing, On-going Mentorship, Development, and Training Provided) jobs in United States
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Northwestern Mutual · 1 day ago

Financial Advisor (Licensing, On-going Mentorship, Development, and Training Provided)

Northwestern Mutual has been helping families and businesses achieve financial security for over 169 years. They are seeking a Financial Advisor to provide personalized financial solutions, assist with portfolio management, and build relationships with clients.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Responsibilities

The Financial Advisor will be responsible for financial planning, insurance management, retirement planning, investments, as well as building and maintaining relationships with clients and prospective clients
They will provide personalized financial solutions and recommendations to clients, assist with portfolio management, and support client relationships
Financial Advisors and Representatives are supported by training programs, on-going development, mentoring, a planning administration team, and unlimited access to resources to assist clients

Qualification

Financial planningInsurance managementClient relationship managementProfessional certificationsEntrepreneurial ambitionCommunicationInterpersonal skillsRelationship-building experience

Required

4-year degree; or equivalent professional work experience. You must have already graduated when you apply for this role, or you will not be considered whatsoever
Excellent communication and interpersonal skills appropriate for a client-facing role
Entrepreneurial ambition
History of success in relationship-building or client-facing roles
Ability to build and maintain client relationships
Professional certifications (e.g., CFP, Series 6, Series 7) are a plus
Legal authorization to work in the US without sponsorship
MUST CURRENTLY LIVE IN OR AROUND ATLANTA
MUST HAVE ALREADY GRADUATED WITH BACHELOR'S DEGREE WITH ONE+ YEAR OF REAL WORLD EXPERIENCE
MUST NOT CURRENTLY BE A STUDENT, GRADUATE NOR UNDERGRADUATE
MUST BE US CITIZEN AND NOT REQUIRE SPONSORSHIP
MUST BE ABLE TO PASS BACKGROUND CHECK
THIS IS A FULL TIME CAREER AND PER COMPLIANCE REGULATIONS, YOU WILL NOT BE ABLE TO HAVE A SEPARATE ACTIVE BUSINESS SIMULTANEOUSLY

Preferred

Prior sales or business experience preferred
Appreciated Prior Experience including but not limited to: Executive leadership, Community Professionals, Former athletes, Military NCO or Officer backgrounds

Benefits

Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®, and more
NM-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
Multiple methods of additional compensation

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