Entry-Level Financial Advisor | Training & Growth

Dorner District - Northwestern Mutual; Peoria (IL); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Support and Mentorship

Work-Life Balance

Impact

Job summary

Northwestern Mutual's Dorner District seeks a Financial Representative to help individuals and businesses achieve financial goals through personalized insurance solutions and planning. You will build long-term client relationships and tailor solutions.

You will work with a planning team, receive mentorship, and have opportunities for professional licenses sponsorship and growth within a supportive culture.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services helpful but not required.
• Strong interpersonal and communication skills.

Responsibilities

• Client consultations to understand goals and concerns.
• Develop comprehensive financial plans with investments, insurance and retirement.
• Recommend and implement insurance strategies to protect assets.
• Provide ongoing support and update plans as circumstances change.
• Build and maintain a referral network through community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree preferred

Tools

Series 6 license

Series 63 license

State insurance licenses

Job description

Northwestern Mutual's Dorner District seeks a Financial Representative to help individuals and businesses achieve financial goals through personalized insurance solutions and planning. You will build long-term client relationships and tailor solutions.

You will work with a planning team, receive mentorship, and have opportunities for professional licenses sponsorship and growth within a supportive culture.