Financial Advisor: Build Holistic Plans & Grow Clients

Northwestern Mutual; Wellesley (MA); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Pension plan

Job summary

Northwestern Mutual seeks a Financial Advisor to join our Wellesley Hills office. This entry-level role welcomes recent graduates and career-changers, offering a pathway into financial services.

You will grow your client base through referrals, build holistic plans, and manage client portfolios while coordinating with internal teams to deliver tailored solutions. Training and licensing sponsorship (SIE, Series 6, Series 63) support your development.

Qualifications

• Client-facing experience or sales background preferred.
• Excellent communication and interpersonal skills.
• Interest in Financial Services; recent grads welcome.

Responsibilities

• Grow client base by making new connections and referrals.
• Build personalized, holistic financial plans.
• Manage client financial plans to help achieve goals.
• Maintain client relationships across life stages.
• Coordinate with internal teams to deliver customized plans.

Skills

Client-facing experience

Communication skills

Interpersonal skills

Networking

Education

Bachelor’s degree or equivalent work experience

Job description

Northwestern Mutual seeks a Financial Advisor to join our Wellesley Hills office. This entry-level role welcomes recent graduates and career-changers, offering a pathway into financial services.

You will grow your client base through referrals, build holistic plans, and manage client portfolios while coordinating with internal teams to deliver tailored solutions. Training and licensing sponsorship (SIE, Series 6, Series 63) support your development.