Advisory Consultant **Training Provided**

Northwestern Mutual; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Support for insurance licensing

Fully funded retirement package

Comprehensive medical, vision, and dental plans

Life Insurance and Disability Income Insurance

Parental benefits

Job summary

A leading financial services company is seeking an Advisory Consultant. In this role, you will help clients achieve their financial goals through personalized plans. The ideal candidate has entrepreneurial ambitions and strong critical thinking skills. This is a full-time position offering comprehensive benefits and support for licensing.

Qualifications

• Motivated self-starter willing to pursue licensing.
• Legal authorization to work without sponsorship.
• High motivation and drive to succeed in a financial consultancy track.
• Authorized to work in the US without sponsorship.

Responsibilities

• Grow your client base through connections and referrals.
• Build personalized financial plans for clients.
• Manage clients' financial plans to help achieve their goals.
• Support relationships with clients at every life stage.

Skills

Entrepreneurial ambitions

Critical thinking skills

Motivation and drive

Work authorization (US)

Job description

Advisory Consultant Training Provided

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Direct message the job poster from Northwestern Mutual

Director of Recruitment & Selection at Northwestern Mutual

Northwestern Mutual has an unique opportunity to start a business where you can help your clients achieve their goals through financial planning.

You will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

As an entrepreneur you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

Benefits:

• Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
• Fully company-funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning

You could be right for this opportunity if you have:

• Entrepreneurial ambitions to be a business owner
• Proficient critical thinking skills
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

About Northwestern Mutual:

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

• Unsurpassed financial strength with total company assets of $366 billion5
• Forbes’ Best Employers for Diversity (2023)

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Consulting

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