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Financial Advisor

2 months ago

Seattle, United States Northwestern Mutual Full time
Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today

Responsibilities

•Be a coachable, organized team member interested in pursuing training development and educational opportunities
•Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
•Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Qualifications

•Requires a Bachelor's degree in business administration, finance, or other related field
•Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
•Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
•Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus