Financial Advisor Career Changer

About the Role

As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

• Client Consultation:
  Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning:
  Develop comprehensive financial plans that include investments, insurance, retirement, tax, estate, and business planning.
• Ongoing Support:
  Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking:
  Build and maintain a network of clients through referrals, community involvement, and professional associations.

• Education:
  
  Bachelor's Degree is strongly preferred or military equivalent.
• Experience:
  
  Previous experience in financial services, insurance or business development is not required.
• Skills:
  
  Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses:
  Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• Professional Development:
  Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential:
  Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship:
  Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work‑Life Balance:
  Flexibility to create a schedule that fits your lifestyle and goals.
• Impact:
  Make a lasting impact by guiding individuals and families in your community towards financial security and success.
• Flexible work from home options available.