Entry-Level Financial Advisor

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.

• 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.

• 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.

$65,000 - $90,000 yearly

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, policy owner-driven growth, building trust through transparency, and creating a positive impact on communities and the environment.

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.