Financial Advisor - Career Changers Welcomed! (Training Provided)

Northwestern Mutual Group; Upper Arlington (OH); Hybrid; USD 45,000 - 75,000; Full time

Job summary

Northwestern Mutual Group is seeking a Financial Representative in Columbus, OH for a full-time hybrid role. You will educate clients on financial planning strategies, advise on investments and insurance, and help create comprehensive retirement plans aligned with client goals.

With a focus on building lasting client relationships, you will stay current on financial industry changes, licensing requirements, and product offerings to tailor strategies that meet diverse needs while supporting the

Qualifications

• Strong financial knowledge across planning, retirement, and investments.
• Bachelor's degree in Finance, Business, Economics, or related field preferred.
• Licensing such as Life and Health Insurance, Series 7/63 beneficial.

Responsibilities

• Educate clients on financial planning strategies and tailor recommendations.
• Provide advice on investments, insurance, and retirement planning.
• Build lasting client relationships and stay updated on industry changes.

Skills

Financial Planning

Retirement Planning

Investments

Communication

Sales Experience

Financial Knowledge

Education

Bachelor's degree in Finance/Business/Economics

Tools

Life/Health License

Series 7/63

Job description

Northwestern Mutual is dedicated to helping individuals achieve financial clarity with personalized, long-term planning focusing on their unique needs and goals. With $265 billion in assets under management and over $1.8 trillion in life insurance protection, we have been helping over 4.5 million clients with solutions like life, disability income, and long-term care insurance, alongside investment and wealth management services. Our strength lies in our diverse and nationwide field force of financial advisors, backed by corporate offices in Milwaukee and New York. We pride ourselves on fostering growth and inclusivity in shaping the future of financial security.

Role Description

This is a full-time hybrid role as a Financial Representative based in Columbus, OH, with the flexibility to work remotely as needed. As a Financial Representative, you will help clients create comprehensive financial plans tailored to their goals. Responsibilities include educating clients on financial planning strategies, providing advice on investments, insurance, and retirement planning, and ensuring financial strategies align with client objectives. The role involves building lasting relationships with clients and staying updated on financial industry changes.

Qualifications

• Strong financial knowledge, including Financial Planning, Retirement Planning, and Investments
• Intermediate understanding of Insurance and Finance concepts
• Excellent interpersonal and communication skills for building client relationships
• Problem-solving abilities and a client-focused mindset
• Previous experience in sales or customer-focused roles is a plus
• Relevant certifications or licensing (e.g., Life and Health Insurance License, Series 7 or 63) are beneficial
• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred