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Northwestern Mutual · 1 day ago

Financial Advisor (entrepreneurial business)

Fort Myers, FL

Full-time

Onsite

New Grad, Entry Level

Northwestern Mutual is a leading financial services company committed to helping clients achieve financial clarity through personalized, people-first plans. The Financial Advisor will provide personalized financial guidance to clients, assist in developing financial plans, and identify investment, retirement, and income solutions tailored to their needs.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Hiring Manager

Jon Owen

Responsibilities

Provide personalized financial guidance to clients

Assist in developing financial plans

Identify investment, retirement, and income solutions tailored to their needs

Analyze financial goals

Recommend suitable strategies

Offer comprehensive financial advice to help clients achieve long-term financial success

Qualification

Financial PlanningRetirement PlanningFinancial AdvisoryInvestmentsClient Relationship ManagementAnalytical SkillsBachelor's DegreeLicenses Series 6Licenses 7Interpersonal SkillsCommunication SkillsProblem-Solving Skills

Required

Strong expertise in Financial Planning and Finance principles

Proficiency in Retirement Planning and Investments to guide clients on achieving long-term goals

Experience and the ability to provide comprehensive Financial Advisory services

Exceptional interpersonal, communication, and client relationship management skills

Solid analytical and problem-solving capabilities

Preferred

Bachelor's degree in Finance, Business, or a related field is preferred

Licenses such as Series 6, Series 7, or other relevant certifications are advantageous

Company

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

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)