Financial Advisor - Career Changers Job Beachwood area,Ohio USA,Finance & Banking

Position: Financial Advisor - Career Changers Welcome

Financial Advisors at Northwestern Mutual‑Beachwood help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our best-in-class advisors, mentors, and products.

Enhance your practice with industry‑leading risk products, advisory & portfolio management solutions, Concierge Planning Services, Advanced Planning Team, marketing consultation & resource center, and national brand campaigns. Northwestern Mutual offers career‑long support and growth including concentrated training for those interested in leadership roles, specialized advisory, and teaming.

With access to both local and nationwide experts and leaders, you will be surrounded with resources to help you serve any client, including but not limited to:

Planning Experience
Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Distribution Strategies
Business Needs Analysis
Succession and Generational Planning

Responsibilities

Build – Work to build your knowledge of NM financial products and market trends. With a more personal approach, develop stronger relationships with your clients and network to grow your business alongside a Fortune 100 company.

Educate – Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.

Influence – Present clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

Own – Take ownership of development and management of the business as you to scale an enduring firm. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Benefits

Production‑based compensation
Bonus programs and expense allowances
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning

Qualifications

4‑year degree from an accredited institution
Series 6 or 7 and Series 63 or 66
Proven success in the investment business and possesses a strong understanding of comprehensive financial planning concepts
Desire for continuous learning
Prior management or business ownership experience preferred
Legal authorization to work in the US without sponsorship

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