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.
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
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
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 StageRecent 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