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Financial Advisor **Training Provided**

Northwestern Mutual • Woburn, MA 01813 • Posted 1 day ago via LinkedIn

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In-person • Full-time • Senior Level

Job Highlights

Using AI ⚡ to summarize the original job post

As a Financial Advisor at Northwestern Mutual, you will help individuals and families achieve their financial goals by providing tailored solutions. This role involves developing relationships, creating financial plans, and ensuring the accuracy of information. The position offers a high-quality training program, mentorship, professional development, and the opportunity for career advancement.

Responsibilities

  • Digging deep with clients and prospects
  • Developing tailored solutions for each client
  • Training and coaching from people who know their stuff
  • Team meetings to set goals
  • Making calls to prospective clients
  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Qualifications

Required

  • Bachelor's degree in Finance or related field
  • 5+ years of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills

About Northwestern Mutual

Northwestern Mutual is a leading American financial services company specializing in life insurance and financial planning services. Operating primarily in the United States, the company offers a range of products including life insurance, disability income insurance, annuities, and investment products. With a strong reputation and commitment to customer-centric offerings, Northwestern Mutual is known for its comprehensive financial planning services and strategic investments in innovation and digital transformation.

Full Job Description

A career that allows you to make an impact on others with tons of growth potential and flexibility isn’t just a dream. At Northwestern Mutual, financial representatives help people meet their financial goals. They can handle the word ‘no,’ but won’t take it for an answer. In doing so, they build a business that gives them financial independence and time to actually have a life outside of work. As a Financial Advisor, a typical day may include:Digging deep with clients and prospectsDeveloping tailored solutions for each clientTraining and coaching from people who know their stuffTeam meetings to set goalsMaking calls to prospective clients You just may have found the career for you, if: You want a company that values varied experiences and perspectives. You think hard work should be recognized and rewarded. Teamwork and collaboration are important to you. You are looking for a fast-paced, highly productive environment. You want to work for a company with exceptional financial strength* and whose values match your own. We want people with different backgrounds and work experience, including but not limited to: financial services, sales, military veterans and community influencers. Our training, development and mentor program will get you up and running quickly! It’s also a plus if you have strong interpersonal skills, and are a self-starter who is motivated and has had personal success. BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO- A high-quality training program to help you get started. Mentorship and professional development training throughout your entire career. Leading industry products and solutions built on an integrated technology platform. Financial support for professional designations and certifications, Series 6 & 63, boosting your career from Financial Representative to Financial Advisor. The opportunity to design your roadmap to leadership and specialized roles. A culture that promotes diversity, teamwork, work/life balance, recognition and rewards. A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracy QualificationsBachelor's degree in Finance or related field5+ years' of industry experienceStrong understanding of the investment businessExcellent interpersonal skills