Financial Advisor

Northwestern Mutual; Milwaukee (WI); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a passionate Financial Advisor to join their team in Milwaukee. This full-time, on-site role offers the opportunity to help clients achieve financial security through personalized planning and investment solutions. As a Financial Advisor, you'll engage with clients daily, providing expert advice and guidance tailored to their unique financial situations. If you possess strong interpersonal skills and a desire to make a meaningful impact on people's lives, this position could be your perfect fit. Join a company with a rich history of trust and excellence in financial services.

Qualifications

• Excellent communication and interpersonal skills are essential.
• Professional certifications like Series 6, 63, or 7 are advantageous.

Responsibilities

• Provide financial planning and investment advice to clients.
• Deliver holistic financial advisory services on a daily basis.

Skills

Interpersonal Skills

Communication Skills

Collaborative Work

Independent Work

Education

Bachelor's Degree

Tools

Series 6 Certification

Series 63 Certification

Series 7 Certification

Job description

Direct message the job poster from Northwestern Mutual

Financial Advisor at Northwestern Mutual

Company Description

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through personalized insurance and investment solutions, we aim to help our clients make the most of life today and in the future. With over $265.0 billion in assets under management, we are trusted by more than 4.5 million people for their financial needs.

Role Description

This is a full-time on-site role for a Financial Advisor located in Milwaukee, WI. The Financial Advisor will be responsible for financial planning, retirement planning, investment advice, and providing holistic financial advisory services to clients on a day-to-day basis.

Qualifications

1. Excellent interpersonal and communication skills
2. Ability to work collaboratively and independently
3. Professional certifications such as Series 6, 63 or Series 7 are a plus
4. Bachelor's degree is preferred

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales