Entry-Level Financial Advisor - Flexible Schedule & Growth

Northwestern Mutual; Macomb (IL); On-site; USD 40,000 - 80,000; 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 in Quincy, IL is seeking a Financial Representative to help individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive financial planning. You will build long-term relationships with clients, assess their needs, design tailored strategies, and present clear recommendations while navigating changing markets.

The role emphasizes ongoing client support, regular plan reviews, referrals through community involvement, and teamwork

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development is beneficial but not required.
• Licenses such as Series 6, 63, and state licenses are encouraged with sponsorship.

Responsibilities

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

Skills

Interpersonal communication

Communication skills

Relationship building

Education

Bachelor's degree preferred

Job description

Northwestern Mutual in Quincy, IL is seeking a Financial Representative to help individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive financial planning. You will build long-term relationships with clients, assess their needs, design tailored strategies, and present clear recommendations while navigating changing markets.

The role emphasizes ongoing client support, regular plan reviews, referrals through community involvement, and teamwork