Athlete-Driven Financial Advisor

Northwestern Mutual; Chicago (IL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual - Chicagoland is seeking a results-driven Financial Advisor to partner with clients on long-term financial protection and planning. You will design tailored strategies and build a broad client network through referrals and community involvement, supported by a dedicated planning team.

A bachelor’s degree in finance or business and strong interpersonal skills are preferred; licensing support is provided as part of the role.

Qualifications

• Bachelor’s degree or higher in finance, business, or a related discipline is preferred.
• Excellent interpersonal and communication abilities are essential.
• Strong analytical skills and ability to build lasting client relationships are highly valued.

Responsibilities

• Engage with clients to understand their comprehensive financial needs and provide personalized guidance to help them achieve financial protection and planning goals.
• Design and implement tailored strategies to safeguard clients' assets, income, and long-term well-being.
• Regularly review and update clients' financial plans and insurance policies to reflect changes in circumstances or goals.
• Cultivate a robust network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal communication

Analytical skills

Client relationship building

Education

Bachelor's degree in finance, business, or related discipline

Job description

Northwestern Mutual - Chicagoland is seeking a results-driven Financial Advisor to partner with clients on long-term financial protection and planning. You will design tailored strategies and build a broad client network through referrals and community involvement, supported by a dedicated planning team.

A bachelor’s degree in finance or business and strong interpersonal skills are preferred; licensing support is provided as part of the role.