Entry-Level Financial Advisor: Flexible Schedule & Growth

Northwestern Mutual; Quincy (IL); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Professional development

Performance incentives

Mentorship

Work-life balance

Community impact

Job summary

Northwestern Mutual is hiring a Financial Representative to help individuals and businesses reach their financial goals through personalized insurance solutions and planning. You will build long-term client relationships, assess needs, and provide tailored recommendations.

Join a team that emphasizes mentorship, ongoing training, and professional growth, with opportunities for advancement and community impact in Quincy, IL.

Qualifications

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary 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, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Education

Bachelor's degree

Tools

Licensing training

Job description

Northwestern Mutual is hiring a Financial Representative to help individuals and businesses reach their financial goals through personalized insurance solutions and planning. You will build long-term client relationships, assess needs, and provide tailored recommendations.

Join a team that emphasizes mentorship, ongoing training, and professional growth, with opportunities for advancement and community impact in Quincy, IL.