Financial Advisor

4 weeks ago

Huntersville, North Carolina, United States Northwestern Mutual Full time
About the Role

We are seeking a highly motivated and driven Financial Advisor to join our team at Northwestern Mutual in Huntersville, NC. As a Financial Advisor, you will work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.

Responsibilities
  • Build and maintain long-term relationships with clients by providing financial planning services
  • Conduct client meetings to assess their financial needs, goals, and risk tolerance
  • Develop and implement financial plans to help clients achieve their financial objectives
  • Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance
  • Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients
  • Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice
  • Meet regularly with clients to review their financial plans and make adjustments as necessary
  • Generate new business through networking and referrals
About Us

For over 160 years, Northwestern Mutual has helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Why Join Us
  • Fortune 100 company (2021)
  • Forbes' Best Employers for Diversity
  • Top 10 US Independent Broker-Dealers
  • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness
  • Best Place to Work for LGBTQ+ Equality - Human Rights Campaign Corporate Equality Index
  • $224 billion in retail investment client assets held or managed

  • Financial Planner

    4 weeks ago

    Huntersville, North Carolina, United States Northwestern Mutual Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual in our Huntersville, NC location.Key Responsibilities:Build and maintain long-term relationships with clients by providing comprehensive financial planning servicesConduct client meetings to assess their...

  • Financial Services Consultant

    3 weeks ago

    Huntersville, North Carolina, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to providing personalized financial planning and investment management services to our clients. Our team-based approach, utilizing the Roundtable and UniFi processes, sets us apart from the standard approach, allowing us to deliver unique...

  • Financial Advisor

    1 month ago

    Huntersville, United States Northwestern Mutual Full time

    Financial Advisor - Huntersville/Lake NormanHere at Northwestern Mutual, we are looking to hire highly motivated and driven individuals to join our team as a Financial Advisor at Northwestern Mutual in our Huntersville, NC location. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial...

  • Financial Advisor

    2 months ago

    Huntersville, United States Northwestern Mutual Full time

    Financial Advisor - Huntersville/Lake NormanHere at Northwestern Mutual, we are looking to hire highly motivated and driven individuals to join our team as a Financial Advisor at Northwestern Mutual in our Huntersville, NC location. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial...

  • Financial Advisor

    1 week ago

    Huntersville, NC, United States Northwestern Mutual Full time

    Financial Advisor - Huntersville/Lake NormanHere at Northwestern Mutual, we are looking to hire highly motivated and driven individuals to join our team as a Financial Advisor at Northwestern Mutual in our Huntersville, NC location. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial...

  • Relationship Manager

    2 months ago

    Huntersville, United States Fidelity TalentSource LLC Full time

    Job Description:Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and...