Athlete-Driven Financial Advisor - Team, Flex Schedule

Northwestern Mutual; Jamison (PA); On-site; USD 60,000 - 95,000; 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 - Bucks County in Jamison, PA is seeking a Financial Advisor to help clients protect and grow their financial futures. You will assess needs, design personalized plans, and implement strategies while building a robust client network through referrals and community involvement.

We value athletes for teamwork, discipline, and drive. A bachelor's degree in finance or business, strong communication, and ability to obtain state licenses are preferred.

Qualifications

• Bachelor's degree in finance, business, or a related discipline.
• Excellent interpersonal and communication abilities.
• Strong analytical skills and relationship-building capability.

Responsibilities

• Engage with clients to understand comprehensive financial needs and goals.
• Design and implement tailored financial strategies to protect assets and income.
• Review and update clients' plans and insurance policies as circumstances change.
• Cultivate a strong client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical skills

Client relationship building

Education

Bachelor's degree in finance or business

Job description

Northwestern Mutual - Bucks County in Jamison, PA is seeking a Financial Advisor to help clients protect and grow their financial futures. You will assess needs, design personalized plans, and implement strategies while building a robust client network through referrals and community involvement.

We value athletes for teamwork, discipline, and drive. A bachelor's degree in finance or business, strong communication, and ability to obtain state licenses are preferred.