Financial Advisor

2 months ago


Red Bank, United States Northwestern Mutual Full time

Company Description

Northwestern Mutual, located in Red Bank, NJ, aims to have advisors help their clients live their best life, their whole life. That means paying down their student loans and making a down payment. Moving mom in and remodeling so she feels at home. Retiring and never slowing down.


With hands on training and education in financial planning, we teach advisors the approach towards their clients is they won't have to hope for the life they want, they can choose to live it. 


Role Description

This is a full-time on-site role for a Financial Advisor at Northwestern Mutual. The Financial Advisor will be responsible for financial planning, retirement planning, investment strategies, and providing financial advisory services to clients in Red Bank, NJ.


Qualifications

  • 3+ years in sales
  • Financial Planning and Retirement Planning skills
  • Finance and Investments expertise
  • Experience in providing Financial Advisory services
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Certifications such as CFP, CFA, or Series 7 are a plus
  • Bachelor's degree in Finance, Economics, or related field


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