Financial Advisor

1 day ago

Fairfield County, United States Northwestern Mutual Full time

Open positions in our Stamford, Fairfield, and Westport offices


The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.


As a Financial Advisor, you will build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives. Financial advisors are supported by paid training programs, mentoring, and unlimited access to resources to assist their clients.



Financial Advisor Benefits:


• Top-ranked paid training program.


• Competitive benefits package.


• Leadership Opportunities.


• Sponsorship of licensing/designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC).


• Personalized mentorship from top advisors and Industry Leaders.


• Unlimited earning potential.



Responsibilities:


• Provide financial planning support to clients.


• Support investment professionals in cultivating client relationships.


• Prepare financial plans and check their accuracy.



Preferred Qualifications:


• Associate/Bachelor's degree or Military background required.


• Strong interpersonal and networking skills.


• Self-starter and highly motivated.


• 2 years of customer service experience.


• Ability to develop lasting, meaningful relationships as well as influence others.



Northwestern Mutual has been helping families and businesses achieve financial security for 164 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to serve our clients best.


With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds over $200 billion of client assets as a part of its wealth management and investment services.



Recent Awards and Accolades:


• FORTUNE® 90 (FORTUNE® 100, 2021)


• One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2020)

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