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.
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
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
For years, we've helped families and businesses across Gadsden reach their financial goals.
Funding
Current Stage
Early StageCompany data provided by crunchbase