Financial Advisor: Build Plans, Protect Futures

The Zara Group - Northwestern Mutual

Chesterfield (MO)

On-site

USD 60,000 - 100,000

Full time

5 days ago
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Benefits offered by this job

Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Job summary

The Zara Group of Northwestern Mutual is actively seeking a Financial Representative to guide clients through financial planning and insurance solutions. You will build long-term relationships, understand individual needs, and provide tailored plans.

The role emphasizes mentorship, training, and a culture focused on growth within a top district office. Licensed sponsorship is available; join a team committed to mentorship, community impact, and a flexible yet rewarding career path in financial

Qualifications

  • Bachelor’s degree preferred or equivalent experience.
  • Strong interpersonal and communication skills.
  • Ability to build trust and rapport with clients.
  • Willingness to obtain required licenses with sponsorship if offered.

Responsibilities

  • Client consultations to understand financial goals, risk tolerance, and needs.
  • Develop comprehensive financial plans including investments, insurance, and retirement strategies.
  • Recommend and implement insurance solutions to protect clients’ assets and income.
  • Provide ongoing support and updates to clients, adjusting plans as circumstances change.
  • Network to build a steady client base and referrals.

Skills

Interpersonal skills
Communication skills
Analytical thinking
Trust building

Education

Bachelor’s degree preferred

Job description

The Zara Group of Northwestern Mutual is actively seeking a Financial Representative to guide clients through financial planning and insurance solutions. You will build long-term relationships, understand individual needs, and provide tailored plans.

The role emphasizes mentorship, training, and a culture focused on growth within a top district office. Licensed sponsorship is available; join a team committed to mentorship, community impact, and a flexible yet rewarding career path in financial

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