Financial Services Professional

4 weeks ago


Gilbert, Arizona, United States Northwestern Mutual Full time

About the Role

As a Financial Advisor at Northwestern Mutual, you will play a vital role in helping individuals, families, and businesses achieve their financial goals. Your expertise will be instrumental in providing personalized financial planning and advice, helping clients identify their objectives and develop tailored strategies to achieve them.

Key Responsibilities

  • Conduct comprehensive financial needs analyses to understand clients' goals and risk tolerance
  • Develop and implement personalized financial plans, including investment and insurance strategies
  • Build and maintain strong relationships with clients, providing ongoing support and guidance
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations

Requirements

  • Life and Health licenses (or ability to obtain within a specified timeframe)
  • Series 6 and 63 licenses (or ability to obtain within a specified timeframe)
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain client relationships
  • High level of professionalism and integrity
  • Entrepreneurial mindset and self-motivation

Compensation

This is a commission-based position with performance-related compensation. Average income for first-year advisors is approximately $70,000.

About Northwestern Mutual

Northwestern Mutual is a leading financial services company with a rich history of helping families and businesses achieve financial security. With over 160 years of experience, we offer a wide range of products and services, including life insurance, disability income insurance, long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions.



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