Entry-Level Financial Advisor | Flexible Schedule & Growth

Dorner District - Northwestern Mutual; Bloomington (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Professional development

Competitive compensation

Mentorship

Work-life balance

Impact

Job summary

The Dorner District of Northwestern Mutual in Bloomington is seeking a Financial Representative to build lasting client relationships, assess their goals, and deliver personalized insurance and financial planning solutions.

You will guide clients through planning, insurance, and investment options, receive mentorship and support, and enjoy a flexible work-life balance while advancing in a Fortune 500 company.

Qualifications

• Bachelor's degree is preferred.
• Experience in financial services or insurance is beneficial but not required.
• Strong interpersonal and communication skills.

Responsibilities

• Client consultation to understand goals and concerns.
• Develop financial plans including investments and retirement.
• Recommend and implement insurance strategies.
• Monitor plans and provide updates to adapt to changes.
• Build and maintain a client network through referrals.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Education

Bachelor's degree

Job description

The Dorner District of Northwestern Mutual in Bloomington is seeking a Financial Representative to build lasting client relationships, assess their goals, and deliver personalized insurance and financial planning solutions.

You will guide clients through planning, insurance, and investment options, receive mentorship and support, and enjoy a flexible work-life balance while advancing in a Fortune 500 company.