Begin your journey as an Entry-Level Financial Advisor with us at Northwestern Mutual, where you'll empower individuals and families to achieve their financial goals. You'll be part of a team that values collaboration and growth, providing you with the tools and support to succeed. As you develop meaningful relationships with clients, you'll offer personalized financial strategies that make a difference in their lives. Our commitment to your professional development means you'll receive ongoing training, mentorship, and opportunities to advance your career.
Compensation:
$65,000 - $90,000 yearly
Responsibilities:
- Engage with clients to understand their financial goals and aspirations, ensuring personalized advice that aligns with their needs.
- Develop and maintain strong relationships with clients, fostering trust and long-term partnerships.
- Analyze financial data and market trends to provide clients with informed and strategic financial recommendations.
- Collaborate with team members to share insights and strategies, enhancing the overall client experience.
- Utilize company resources and tools to create comprehensive financial plans tailored to each client's unique situation.
- Stay informed about industry developments and regulatory changes to ensure compliance and offer up-to-date advice.
- Conduct regular reviews of client portfolios to assess performance and make necessary adjustments to meet evolving goals.
Qualifications:
- Experience in customer service or client-facing roles, demonstrating strong interpersonal skills.
- Ability to analyze financial data and market trends, providing strategic recommendations.
- Proven track record of building and maintaining long-term client relationships.
- Strong communication skills, both verbal and written, to effectively convey complex information.
- Ability to work collaboratively within a team, sharing insights and strategies for client success.
- Proficiency in using financial planning tools and software to create tailored client solutions.
- Commitment to ongoing professional development and staying informed about industry changes
About Company
Northwestern Mutual’s mission is to free Americans from financial anxiety by helping them achieve financial security through comprehensive planning, wealth management, and insurance. As a mutual company without shareholders, their core values focus on long-term, policyowner-driven growth, building trust through transparency, and creating a positive impact on communities and the environment.
Mission and Vision
- Mission: To help people achieve financial security.
- Vision: To be the pre-eminent financial security firm that creates a lasting legacy for future generations.
- Focus: Shifting from just profit to fostering a "better way to tomorrow," providing security, and reducing the wealth gap.
