Financial Services Professional

2 weeks ago


Frederick, Maryland, United States Northwestern Mutual -Frederick Full time
About the Role

We are seeking a highly motivated and ambitious Entry-Level Financial Advisor to join our team at Northwestern Mutual - Frederick. As a Financial Representative, you will play a critical role in helping clients achieve their financial goals and live more worry-free lives.

Key Responsibilities
  • Collect and organize client financial information to determine their financial status, goals, and expectations.
  • Research and provide financial advice and strategies through educational meetings or seminars tailored to each client's risk tolerance and objectives.
  • Develop and implement personalized financial plans using our array of services, considering each client's unique financial needs and life circumstances.
  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from our trusted financial services.
  • Help clients implement financial recommendations, such as life insurance, savings plans, mutual funds, and other financial products.
Requirements
  • Effective relationship management skills and the ability to communicate complex financial programs and ideas.
  • Uncompromising integrity and a strong desire for continuous learning.
  • Ability to successfully network and prospect new potential clients.
About Us

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

We value an inclusive and belonging environment where everyone's different viewpoints bring new successes. Join us and be part of a Fortune 100 company, recognized for our financial strength, diversity, and commitment to excellence.



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