Entry-Level Financial Advisor – Flexible, Remote Training

Northwestern Mutual; Dubuque (IA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Retirement

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Flexible work from home options

Job summary

Northwestern Mutual is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and tailored financial planning.

You will build long-term client relationships, understand unique needs, and provide customized financial strategies, including investments, insurance, and retirement planning. Training and sponsorship are available to obtain necessary licenses.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services, insurance or business development beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and ability to build trust with clients.
• Licenses such as Series 6, 63, and state insurance licenses; training and sponsorship available.

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets.
• Ongoing Support: Monitor plans and update strategies as needed.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal communication

Analytical thinking

Relationship building

Consultative selling

Education

Bachelor's degree preferred

Tools

Series 6/63 licenses

State insurance licenses

Job description

Northwestern Mutual is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and tailored financial planning.

You will build long-term client relationships, understand unique needs, and provide customized financial strategies, including investments, insurance, and retirement planning. Training and sponsorship are available to obtain necessary licenses.