Financial Planner

2 weeks ago

Huntersville, North Carolina, United States Northwestern Mutual Full time
Financial Advisor Opportunity

We 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 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
What We Offer:
  • Competitive compensation and benefits packages, including health, dental, and vision insurance, a retirement plan, and opportunities for professional development and growth
  • Commission structure with unlimited earning potential
  • Support for insurance licensing, SIE, Series 7, Series 63, CFP, and more
  • Retirement Package and Pension Plan
  • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
  • Family Planning
Requirements:
  • 4-year degree; or equivalent professional work experience
  • Entrepreneurial ambitions
  • History of success in sales, athletics, military, client services, or client-facing roles
  • Excellent communication and interpersonal skills
  • Strong attention to detail and ability to analyze complex financial data
  • Demonstrated ability to build and maintain client relationships
  • Excellent time-management skills
  • Desire for continuous learning
  • Legal authorization to work in the US without sponsorship

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