Athlete-Driven Financial Advisor — Teamwork Leader

Northwestern Mutual; Jamison (PA); On-site; USD 60,000 - 90,000; 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 is seeking a results-driven Financial Advisor to build comprehensive client plans, protect assets, and guide families toward financial security in Jamison, PA. You will design tailored strategies, review plans regularly, and cultivate a strong referral network with mentors and a supportive planning team in Bucks County communities.

This on-site role offers extensive training, a performance-based compensation structure, advancement opportunities, and a

Qualifications

• Bachelor's degree in finance, business, or a related discipline.
• Excellent interpersonal and communication abilities with strong analytical skills.
• Willing to obtain state insurance licenses with training and sponsorship considered.

Responsibilities

• Engage with clients to understand financial needs and design tailored strategies.
• Review and update clients' plans to reflect changes and goals.
• Cultivate a robust network through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical skills

Client relationships

Education

Bachelor's degree in finance or business

Job description

Northwestern Mutual Bucks County is seeking a results-driven Financial Advisor to build comprehensive client plans, protect assets, and guide families toward financial security in Jamison, PA. You will design tailored strategies, review plans regularly, and cultivate a strong referral network with mentors and a supportive planning team in Bucks County communities.

This on-site role offers extensive training, a performance-based compensation structure, advancement opportunities, and a