Financial Advisor & Business Owner in Training
Northwestern Mutual
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Benefits offered by this job
Job summary
Northwestern Mutual in Sioux Falls seeks highly motivated individuals to build a Financial Advisor planning business. Advisors deliver expert financial advice, develop customized plans, and build lasting client relationships.
The role emphasizes assessing client needs, recommending life insurance, wealth strategies, and retirement plans while maintaining compliance and integrity. Comprehensive training and ongoing development are provided to support success and growth within the organization.
Qualifications
- Bachelor's degree required (Associates acceptable).
- No prior experience required; company provides training and development.
- Proven track record of success.
Responsibilities
- Establish client relationships through in-depth reviews of financial circumstances and goals.
- Analyze clients' financial needs and prepare reports on current financial situations.
- Recommend life insurance, wealth, retirement, tax strategies and other financial services.
- Develop personalized financial plans based on assessments and client needs.
- Monitor and adjust plans as clients' lives and finances change.
- Ensure activities comply with regulatory standards and company policies.
Skills
Education
Job description
Northwestern Mutual in Sioux Falls seeks highly motivated individuals to build a Financial Advisor planning business. Advisors deliver expert financial advice, develop customized plans, and build lasting client relationships.
The role emphasizes assessing client needs, recommending life insurance, wealth strategies, and retirement plans while maintaining compliance and integrity. Comprehensive training and ongoing development are provided to support success and growth within the organization.
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