Northwestern Mutual · 1 day ago
Financial Advisor - Career Changers Encouraged!
West Chester, PA
Full-time
Onsite
New Grad, Entry LevelNorthwestern Mutual is a Fortune 500 company that has been providing comprehensive financial planning for over 165 years. They are seeking a Financial Advisor who will engage with clients to understand their financial goals and develop personalized financial plans, including investments and insurance solutions.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns
Financial Planning: Develop comprehensive financial plans, including investments, insurance, and retirement strategies
Insurance Solutions: Recommend and implement strategies to protect clients' assets and income
Ongoing Support: Monitor and update clients’ financial plans as needed to adapt to changing circumstances
Networking: Build and maintain a client network through referrals, community involvement, and professional associations
Qualification
Required
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)
Strong interpersonal and communication skills
Analytical thinking
Ability to build trust and rapport with clients
Preferred
A bachelor's degree is preferred
Previous experience in financial services, insurance, or business development is beneficial but not required
Benefits
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Financial Planning
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