Financial Planner

4 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, renewable income, passive income, bonus programs, and expense allowances to support business start-up
  • 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

We value diversity and encourage all qualified candidates to apply, including those from diverse backgrounds and those with disabilities.

At Northwestern Mutual, we are committed to providing our Financial Advisors with the best possible training and support to help them succeed.