Financial Advisor

Northwestern Mutual; Fort Wayne (IN); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Northwestern Mutual in Fort Wayne, Indiana, seeks a Financial Advisor to provide personalized financial planning and investment guidance in a full-time flexible hybrid role. You will meet clients, assess needs, and develop tailored plans to help reach financial goals.

The role emphasizes strong client interaction, ongoing investment management, and proactive progress monitoring within a hybrid work setup.

Qualifications

• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving skills.
• Ability to work independently and collaboratively.
• Bachelor's degree in finance, economics, or related field and/or equivalent experience in sales or financial industry.
• History of lead generation and networking presence preferred.

Responsibilities

• Meet with clients to assess financial needs and goals.
• Develop tailored financial plans including retirement and investment strategies.
• Monitor client investments and financial progress toward goals.

Skills

Communication

Analytical thinking

Independent working

Team collaboration

Lead generation

Education

Bachelor's degree in finance/economics or related field

Job description

Company Description

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Using a personalized and holistic approach that includes both insurance and investments, we assist clients in making the most of their financial lives. With over $265.0 billion in assets managed and $1.8 trillion of life insurance protection in force, we have the privilege of serving more than 4.5 million people with a variety of financial services. Our dedicated advisors and advanced technology ensure our clients experience a better way to manage their finances. We are committed to diversity and supporting our financial workforce nationwide as well as our home office in Milwaukee, WI.

Role Description

This is a full-time flexible hybrid role for a Financial Advisor, located in Fort Wayne, IN. The Financial Advisor will be responsible for providing personalized financial planning, retirement planning, investment advice, and financial advisory services. Daily tasks include meeting with clients, assessing their financial needs, developing tailored financial plans, managing client investments, and monitoring their financial progress to ensure they reach their goals.

Qualifications

• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Ability to work independently and collaboratively
• bachelor's degree in finance, economics, or related field and or equivalent experience in sales or financial industry are beneficial
• History of lead generation and networking presence preffered