Financial Advisor - Career Changers Welcomed! (Training Provided)

Northwestern Mutual; Upper Arlington (OH); On-site; USD 50,000 - 80,000; Full time

Job summary

A leading financial services company in Upper Arlington seeks a Financial Advisor to help clients create tailored financial plans. Responsibilities include educating clients on investments and retirement strategies while building lasting relationships. The ideal candidate should have strong financial knowledge and excellent communication skills, with a Bachelor’s degree in a related field preferred. This is a full-time hybrid role with remote flexibility.

Qualifications

• Strong financial knowledge including Financial Planning and Retirement Planning.
• Intermediate understanding of Insurance and Finance concepts.
• Excellent interpersonal and communication skills.
• Excellent interpersonal and communication skills.

Responsibilities

• Educate clients on financial planning strategies.
• Provide advice on investments, insurance, and retirement planning.
• Build lasting relationships with clients.
• Stay updated on financial industry changes and regulatory requirements.

Skills

Financial Planning

Retirement Planning

Interpersonal skills

Communication skills

Problem-solving

Education

Bachelor’s degree in Finance, Business, Economics, or a related field

Tools

Life and Health Insurance License

Series 7 or 63

Job description

Financial Advisor - Career Changers Welcomed! (Training Provided)

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.

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.

• 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