Financial Advisor: Build Lasting Client Relationships

Northwestern Mutual; West Chester (Chester County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Licensing sponsorship

Training for Series 6/63/7

Retirement package

Job summary

Northwestern Mutual in West Chester is seeking a financially driven advisor to consult with clients, craft comprehensive financial plans, and guide them through insurance, investments, and retirement strategies. The role offers sponsorship for required licenses, a path to ownership through client relationships, and ongoing support from a well-established firm.

You will develop tailored plans, manage client portfolios, and expand your network through referrals and professional involvement.

Qualifications

• Strong interpersonal and communication skills.
• Analytical thinking and ability to build trust with clients.
• Licensing and sponsorship requirements to obtain Series 6/63 and state licenses.

Responsibilities

• Consult with clients to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance and retirement strategies.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor and update client plans as circumstances change.
• Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's degree

Job description

Northwestern Mutual in West Chester is seeking a financially driven advisor to consult with clients, craft comprehensive financial plans, and guide them through insurance, investments, and retirement strategies. The role offers sponsorship for required licenses, a path to ownership through client relationships, and ongoing support from a well-established firm.

You will develop tailored plans, manage client portfolios, and expand your network through referrals and professional involvement.