Financial Planner
4 weeks ago
At Northwestern Mutual, we're committed to helping our clients achieve their financial goals through comprehensive and innovative financial planning. As a Financial Advisor, you'll play a critical role in providing personalized financial guidance and support to our clients.
Key Responsibilities:- Build and maintain long-term relationships with clients by providing tailored 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're 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
- Competitive compensation and benefits packages, including health, dental, and vision insurance, a retirement plan, and opportunities for professional development and growth
- Commission structure to support early development
- Renewable income
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6 or 7, Series 63, CFP, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Planning
- 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
We believe that former collegiate athletes and veterans bring unique skills and experiences to this role, including discipline, teamwork, and leadership. We value diversity and encourage all qualified candidates to apply, including those from diverse backgrounds and those with disabilities.
We're a Fortune 100 company, recognized for our commitment to diversity and inclusion. Our award-winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management.
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