Financial Advisor jobs in United States
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Northwestern Mutual · 23 hours ago

Financial Advisor

Northwestern Mutual is a leading firm in wealth management, providing tailored financial solutions to clients. They are seeking a full-time Financial Advisor to assist clients in creating personalized financial plans and develop strategies for retirement planning, investment management, and risk protection.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Justin Walen
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Responsibilities

Assessing clients' financial situations
Developing strategies for retirement planning
Investment management
Risk protection
Conducting regular reviews to ensure ongoing improvement
Working collaboratively with other professionals to provide comprehensive advisory services
Adhering to industry regulations

Qualification

Financial PlanningRetirement PlanningFinanceInvestmentsFinancial Advisory servicesFinancial advisory softwareClient-focused approachBachelor's degreeCertifications CFP®Certifications CFACommunication skillsInterpersonal skillsOrganizational skillsAttention to detail

Required

Proficiency in Financial Planning and Retirement Planning strategies to successfully guide clients in meeting their long-term goals
Knowledge in Finance and Investments to provide well-supported advice and solutions tailored to clients' individual financial needs
Experience in delivering Financial Advisory services with a client-focused approach
Strong communication and interpersonal skills to build trusting client relationships and collaborative partnerships
Highly organized with attention to detail and the ability to manage multiple client portfolios effectively

Preferred

Bachelor's degree in finance, economics, business, or a related field is preferred
Relevant certifications such as CFP®, CFA, or equivalent are a plus
Proficiency in financial advisory software and tools is an advantage

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.

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 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