Financial Advisor- Training Provided jobs in United States
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Northwestern Mutual Gadsden · 1 day ago

Financial Advisor- Training Provided

Northwestern Mutual Gadsden is a Fortune 500 company with a long history of helping clients achieve financial security. As a Financial Advisor, you will build relationships and provide solutions to help clients meet their financial goals, supported by training and a network of specialists.

Insurance
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Hiring Manager
Caitlin Gibson, CIR
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Responsibilities

Analyze clients' financial needs and develop personalized financial plans to meet their goals
Provide expert advice on investment management, estate planning, and tax strategies
Build and maintain strong client relationships through effective communication and customer service
Utilize financial software and Microsoft Excel for financial analysis and reporting
Stay informed on financial services regulations and market trends to ensure compliance and informed decision-making
Conduct regular reviews of client portfolios and adjust strategies as necessary

Qualification

Financial PlanningInvestment ManagementClient Relationship ManagementSales ExperienceFinancial Software ProficiencyDesire for LearningNetworking SkillsEntrepreneurial AmbitionsInterpersonal SkillsTime Management

Required

No financial experience required
Legal authorization to work in the US without sponsorship

Preferred

Self – starter and highly motivated
Strong interpersonal and networking skills
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning

Benefits

Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning

Company

Northwestern Mutual Gadsden

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For years, we've helped families and businesses across Gadsden reach their financial goals.

Funding

Current Stage
Early Stage
Company data provided by crunchbase