Financial Advisor jobs in United States
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Northwestern Mutual · 21 hours ago

Financial Advisor

Northwestern Mutual is dedicated to providing financial clarity and long-term planning for its clients. The Financial Advisor role involves helping clients develop and implement comprehensive financial plans, managing investments, and advising on retirement planning strategies while building lasting relationships with clients.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Helping clients develop and implement comprehensive financial plans
Managing investments
Advising on retirement planning strategies
Conducting financial analysis
Assessing client goals
Tailoring recommendations to meet their unique needs
Building lasting relationships with clients
Delivering ongoing advisory support

Qualification

Financial PlanningRetirement PlanningFinanceInvestmentsCFP CertificationCFA CertificationBachelor's DegreeInterpersonal SkillsCommunication Skills

Required

Proficiency in Financial Planning and Financial Advisory to assess client needs and provide tailored recommendations
Experience with Retirement Planning to guide clients in preparing for their financial future
Knowledge in Finance and Investments to evaluate opportunities and manage client portfolios
Strong interpersonal and communication skills to build and maintain client relationships
Bachelor's degree in Finance, Business, Economics, or a related field
Ability to work on-site in Savannah, GA, with a commitment to long-term client care

Preferred

Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus

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