Financial Advisor: Build Plans, Grow Futures

Northwestern Mutual - Puget Sound; Tacoma (WA); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Professional development

Performance incentives

Mentorship & sponsorship

Work-life balance

Community impact opportunities

Job summary

Northwestern Mutual - Puget Sound is seeking a Financial Advisor to help individuals and businesses reach their financial goals through personalized planning. You will build long-term relationships, assess client needs, and tailor comprehensive solutions.

You will collaborate with a dedicated planning team, receive mentorship and sponsorship for licenses, and benefit from a flexible schedule with opportunities for advancement and community impact.

Qualifications

• Bachelor's degree or military equivalent.
• Must obtain Series 6, 63 and state insurance licenses.
• Strong interpersonal and communication skills.

Responsibilities

• Engage clients to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, retirement, tax, and estate planning.
• Monitor plans and provide updates, adjusting strategies as needed.
• Build and maintain a network of clients through referrals and community involvement.

Skills

People skills

Communication

Analytical thinking

Relationship building

Education

Bachelor's degree

Tools

Series 6

Series 63

State insurance licenses

Job description

Northwestern Mutual - Puget Sound is seeking a Financial Advisor to help individuals and businesses reach their financial goals through personalized planning. You will build long-term relationships, assess client needs, and tailor comprehensive solutions.

You will collaborate with a dedicated planning team, receive mentorship and sponsorship for licenses, and benefit from a flexible schedule with opportunities for advancement and community impact.