Financial Advisor - Build a Thriving Practice with Mentorship

Northwestern Mutual Group; Connecticut; Presencial; USD 60.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, and Vision Coverage

Retirement and Financial Planning

Professional Development Support

Flexible Scheduling

Descripción de la vacante

Northwestern Mutual in Stamford, Westport, and Fairfield, CT offers a path for aspiring and experienced financial services professionals to build a thriving practice with comprehensive training and mentorship.

This full-time advisor role emphasizes helping individuals, families, and business owners plan for wealth, retirement, insurance, and education funding while leveraging the support of a Fortune 500 company.

Formación

• Strong interpersonal and relationship-building skills.
• Excellent communication and presentation abilities.
• Entrepreneurial mindset and desire to build a successful practice.
• Strong work ethic and goal-oriented mentality.
• Ability to work independently while collaborating with a team.
• Must reside in or be willing to work within the Fairfield County, CT region.

Responsabilidades

• Build trusted relationships with individuals, families, and business owners.
• Develop personalized financial plans based on client goals and objectives.
• Help clients navigate investment, retirement, insurance, and wealth management decisions.
• Identify opportunities to grow and maintain a strong referral-based practice.
• Conduct financial reviews and ongoing planning conversations; collaborate with Northwestern Mutual specialists to deliver holistic planning solutions.
• Provide exceptional service and guidance throughout the client relationship.

Conocimientos

Interpersonal skills

Communication skills

Entrepreneurial mindset

Self-motivation

Team collaboration

Residency in Fairfield County CT

Educación

CFP®, ChFC®, CLU®

Herramientas

Life & Health licenses

Series 6

Series 7

Series 63

Series 66

Descripción del empleo

Northwestern Mutual in Stamford, Westport, and Fairfield, CT offers a path for aspiring and experienced financial services professionals to build a thriving practice with comprehensive training and mentorship.

This full-time advisor role emphasizes helping individuals, families, and business owners plan for wealth, retirement, insurance, and education funding while leveraging the support of a Fortune 500 company.