Athlete-Driven Financial Advisor

Loper District - Northwestern Mutual; Fresno (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Training sponsorship

Certifications support

Performance incentives

Unlimited earning potential

Mentorship and planning support

Job summary

Loper District - Northwestern Mutual is seeking a Financial Advisor to help clients achieve their financial protection and planning goals. You will tailor strategies to protect assets and income, and regularly review plans to reflect life changes.

Prospective advisors should bring strong interpersonal and analytical skills, with a focus on building lasting client relationships and a commitment to community involvement. Training and sponsorship for licenses are available.

Qualifications

• Bachelor's degree in finance, business, or related discipline.
• Prior experience not mandatory; licenses can be obtained with training.
• State insurance licenses with training provided and sponsorship considered.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide personalized guidance.
• Design and implement tailored strategies to safeguard assets, income and financial well-being.
• Regularly review and update clients' financial plans and policies to reflect changes.
• Cultivate a robust network of clients through referrals, community involvement and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical skills

Client relationship building

Education

Bachelor's degree in finance or business

Job description

Loper District - Northwestern Mutual is seeking a Financial Advisor to help clients achieve their financial protection and planning goals. You will tailor strategies to protect assets and income, and regularly review plans to reflect life changes.

Prospective advisors should bring strong interpersonal and analytical skills, with a focus on building lasting client relationships and a commitment to community involvement. Training and sponsorship for licenses are available.