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Financial Advisor w/Full Training, Mentorship & Development Program

Remote · USA Full-time New today

Northwestern Mutual is a leading financial services company that has been helping clients navigate their financial lives for over 165 years. The Financial Advisor role involves building a clientele, educating clients on financial options, and managing financial plans while benefiting from extensive training and mentorship.

Responsibilities

  • Build —Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends
  • Educate —Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options
  • Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations
  • Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs

Skills

  • 4-year degree; or equivalent professional work experience
  • Entrepreneurial ambitions
  • Experience building meaningful relationships
  • Interpersonal skills for success in client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning
  • Legal authorization to work in the US without sponsorship

Benefits

  • 401(k)
  • Dental insurance
  • Employee discount
  • Financial planning services
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Matching gift program
  • Paid training
  • Parental leave
  • Professional development assistance
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Company Overview

  • Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is https://www.northwesternmutual.com.
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