Entry-Level Financial Advisor - Flexible Schedule & Growth

The Wengzn District - Northwestern Mutual; New Haven (CT); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Mentorship & Support

Work-Life Balance

Community Impact

Job summary

The Northwestern Mutual Wengzn District in New Haven, CT is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long‑term relationships with clients, assess needs, and tailor solutions.

Join a growth‑minded team that emphasizes mentorship, training, and community impact. A bachelor’s degree is preferred; licenses such as Series 6/63 and state insurance are available

Qualifications

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

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor and update financial plans, adjusting strategies as needed.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust-building

Education

Bachelor's degree

Tools

Series 6

Series 63

State insurance licenses

Job description

The Northwestern Mutual Wengzn District in New Haven, CT is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long‑term relationships with clients, assess needs, and tailor solutions.

Join a growth‑minded team that emphasizes mentorship, training, and community impact. A bachelor’s degree is preferred; licenses such as Series 6/63 and state insurance are available