Financial Advisor

Northwestern Mutual Group; Providence (RI); On-site; USD 70,000 - 110,000; Full time

Job summary

Northwestern Mutual in Providence, RI is seeking a full-time Financial Advisor to build and maintain client relationships, conduct comprehensive reviews, and develop tailored strategies across insurance, investments, retirement, and wealth management. You will meet with clients, analyze financial situations, and present solutions while expanding your network.

The role emphasizes ethical guidance, collaboration with internal specialists, and ongoing market insight to ensure client-centered

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field preferred; CFP, Series licenses, or insurance licenses are a plus.
• Strong foundation in finance and investments; ability to analyze options and explain risk/return.
• Experience or interest in retirement planning and long-term wealth strategies.
• Ability to communicate complex financial concepts clearly and build trust with clients.
• Comfort with business development activities including networking and referrals.
• High ethical standards, analytical skills, and commitment to ongoing professional development.

Responsibilities

• Build and maintain client relationships through comprehensive financial reviews.
• Develop tailored strategies addressing insurance, investments, retirement, and wealth management needs.
• Meet with clients daily, analyze financial situations, present solutions, and adjust plans as needed.
• Prospect and network to grow the client base and expand referrals.
• Collaborate with internal specialists and stay current on market trends and products.
• Adhere to regulatory standards and use Northwestern Mutual’s tools and resources.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Complex financial concepts

Business development

Ethical standards

Education

Bachelors in finance / business / economics

CFP and/or Series licenses

Job description

Company Description

Northwestern Mutual is a leading financial services organization focused on helping individuals and families achieve long-term financial security through people-first, personalized planning. With substantial assets under management and a wide range of products and services—including life, disability income, and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management—the company serves more than 4.5 million clients. Its wealth management and investment services manage over $125 billion in client assets. Northwestern Mutual supports a growing network of financial advisors nationwide and corporate teams in Milwaukee and New York, embracing diversity to strengthen its impact. Financial representatives and interns partner with the company as independent contractors, contributing to a culture focused on clarity, opportunity, and inclusive growth.

Role Description

This is a full-time, on-site Financial Advisor role based in Providence, RI. The Financial Advisor will build and maintain client relationships, conduct comprehensive financial reviews, and develop tailored strategies that address insurance, investment, retirement, and wealth management needs. Daily responsibilities include meeting with clients, analyzing their financial situations, presenting solutions, and following up to adjust plans as circumstances change. The role also involves prospecting and networking to expand the client base, collaborating with internal specialists, staying current on market trends and products, and adhering to regulatory and compliance standards. Advisors are expected to use Northwestern Mutual’s tools, training, and resources to deliver high-quality, ethical, and client-centered financial guidance.

Qualifications

• Demonstrated skills in Financial Planning and Financial Advisory to assess client needs and create holistic strategies.


• Solid foundation in Finance and Investments to analyze options, explain risk and return, and support long-term portfolio decisions.


• Experience or strong interest in Retirement Planning to help clients prepare for income needs and protection in later life.


• Ability to communicate complex financial concepts clearly, build trust, and maintain long-term client relationships.


• Bachelor’s degree in finance, business, economics, or a related field preferred; relevant certifications (e.g., CFP\u2122, Series licenses, insurance licenses) are a plus.


• Comfort with business development activities, including networking, referrals, and community engagement.


• High ethical standards, strong analytical skills, and a commitment to continuous learning and professional development.