Financial Services Professional
2 days ago
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.
- 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.
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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Financial Services Professional
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Financial Services Professional
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Reston, Virginia, United States CNO Financial Group Full timeUnlock Your Potential as a Financial AdvisorCNO Financial Group is seeking a talented and motivated individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to positively impact the lives of your clients by helping them develop and implement comprehensive financial plans that align with their goals.Key...
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