Financial Advisor
2 weeks ago
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
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
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