Entry-Level Financial Advisor: Wealth Planning & Licensing

Northwestern Mutual; Wellesley (MA); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Pension plan

Job summary

Northwestern Mutual seeks a Financial Advisor to join our Wellesley, MA office. This entry-level opportunity welcomes recent graduates and career-changers alike, offering a path into financial services with ample earning potential.

You will prospect for clients, build relationships with individuals, families and businesses, and coordinate with a support team to deliver tailored financial plans, investments, risk management, and wealth management services.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Experience in a client/customer-facing role (sales, client relations, etc.).
• Excellent communication and interpersonal skills.
• Interest in the Financial Services sector.

Responsibilities

• Business development: establish relationships with new clients through leads, referrals, and calls.
• Meet with clients to discuss financial planning, including investment management and insurance.
• Coordinate with internal office teams to deliver customized financial plans and comprehensive solutions.
• Day-to-day client relationship management and financial advisory.

Skills

Communication skills

Interpersonal skills

Education

Bachelor’s degree or equivalent work experience

Job description

Northwestern Mutual seeks a Financial Advisor to join our Wellesley, MA office. This entry-level opportunity welcomes recent graduates and career-changers alike, offering a path into financial services with ample earning potential.

You will prospect for clients, build relationships with individuals, families and businesses, and coordinate with a support team to deliver tailored financial plans, investments, risk management, and wealth management services.