Financial Advisor

2 weeks ago


Columbia, South Carolina, United States Northwestern Mutual Full time

Join Our Team as a Financial Advisor at Northwestern Mutual

Our Charleston, SC district is in search of a dynamic individual to join us as a Financial Advisor at Northwestern Mutual. In this role, you will collaborate with a team of professionals to deliver innovative and comprehensive financial planning services to our clients.

Responsibilities:

  • Build and nurture long-term client relationships through financial planning services
  • Conduct client meetings to evaluate financial needs, goals, and risk tolerance
  • Create and execute financial plans to support clients' objectives
  • Offer investment guidance and manage portfolios in alignment with client goals
  • Stay informed about financial trends to provide optimal advice
  • Collaborate with professionals from various fields for holistic financial planning
  • Regularly review and adjust client financial plans
  • Expand business through networking and referrals

At Northwestern Mutual, we are dedicated to providing our Financial Advisors with top-notch training and support for their success. Our renowned training programs and mentorship culture are aimed at enhancing your expertise in financial planning and investment management. Our collaborative atmosphere fosters teamwork and knowledge sharing, granting you access to a network of seasoned professionals who can offer guidance and assistance as you advance in your role.

We believe that individuals with backgrounds in collegiate athletics and the military bring valuable skills like discipline, teamwork, and leadership to this position. We embrace diversity and invite all qualified candidates to apply, regardless of background or disabilities.

We provide competitive compensation and benefits packages, including health, dental, and vision insurance, retirement plans, and avenues for professional development. As a role based on commission, your earning potential is limitless, offering abundant opportunities for high achievers.

Compensation & Benefits

  • Structured commissions to aid early development
  • Renewable income streams
  • Bonus programs and expense allowances
  • Support for licensing and certifications such as Series 7, CFP, and more
  • Retirement and pension plans
  • Comprehensive insurance coverage including medical, dental, vision, life, and disability
  • Family planning benefits

If you possess entrepreneurial drive, a history of success in client-oriented roles, excellent communication skills, attention to detail, and a passion for continuous learning, you may be the ideal fit for this role.

Should you be enthusiastic about assisting others in reaching their financial aspirations and aspire to a fulfilling career in financial planning and investment management, we welcome your application.

About Northwestern Mutual

With a legacy of over 160 years, we have empowered our clients to live their lives to the fullest through cutting-edge financial planning. Through a combination of expert financial advice, personalized digital experiences, and premier products, we equip our clients to navigate their financial journeys successfully.

Our tailored approach integrates various financial strategies like insurance, investments, and annuities to provide consistent progress towards our clients' goals. Backed by unparalleled financial strength and access to top-notch products and services, we lead our clients towards financial success.

Our Financial Representatives play a vital role as esteemed partners and proud business owners in an inclusive and collaborative environment that celebrates diverse perspectives and fosters new achievements.

Why Choose Northwestern Mutual:

  • Fortune 100 company (2023)
  • Forbes' Best Employers for Diversity
  • Ranked in Top 10 US Independent Broker-Dealers
  • Recognized as #1 Amongst Life Insurers Most Admired Companies for Financial Soundness
  • Named Best Place to Work for LGBTQ+ Equality by Human Rights Campaign Corporate Equality Index
  • Over $224 billion in retail investment client assets held or managed

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