Financial Services Professional

2 days ago


Reston, Virginia, United States Northwestern Mutual Full time
About the Role

We are seeking a highly motivated and ambitious individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build lasting relationships with clients, help them achieve their financial goals, and grow your career with our award-winning training and development programs.

Key Responsibilities
  • Build a client base by growing relationships with your network and educating clients on Northwestern Mutual financial products and market trends.
  • Influence and present clients with an integrated financial plan, leveraging expert perspectives and recommendations from our Financial Planning Team.
  • Own your business's development and management, maintaining client relationships and reviewing and updating client financial goals.
What You'll Achieve
  • Within 1 Month: Attend and graduate from our 16-day Financial Planning Academy, develop a business plan with our Development team, launch your website and digital presence with our Marketing team, and run client-facing meetings with support from a mentor and seasoned Financial Advisors.
  • Within 3-6 Months: Participate in peer-to-peer study groups, build your clientele, pass your Series 6 or 7 and Series 63 exams, and qualify to attend NM's Trailblazer Academy.
  • Within 6 Months-1 Year: Impact at least 60 clients with integrated financial plans, attend Regional and Annual Conferences, and leverage NM's Development Programs.
Benefits

We offer a comprehensive benefits package, including medical, dental, and vision plans, a retirement package, and exceptional income potential with unlimited earning potential.

Our company values an inclusive and belonging workplace where everyone's unique viewpoints are respected. We strive to create a culture that reflects our communities and fosters an environment where everyone is welcomed, valued, and heard.



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