Financial Services Specialist
4 days ago
The Fadil Group of Northwestern Mutual is a leading provider of financial services, seeking an Entry-Level Financial Advisor to join our team. This role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Education: A bachelor's degree in finance, business, or a related field is preferred.
- Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend, ensuring new advisors an income for putting in the work and meeting the positions requirements.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Our competitive compensation package includes:
- $68K minimum salary (worst performance), $362K maximum salary (best performance), and potential earnings exceeding $600K annually for top performers.
- A comprehensive benefits package, including health insurance, dental insurance, vision insurance, and 401(k) matching.
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