Financial Advisor | Commission-Based Wealth Planning

Northwestern Mutual; Birmingham (AL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan

Professional development

Job summary

Northwestern Mutual in Birmingham, AL is seeking a motivated Financial Advisor to provide comprehensive financial planning services to clients. You will work with professionals to develop investment strategies and long-term plans.

Responsibilities include meeting clients to assess needs, building relationships, and delivering tailored advice. This role emphasizes collaboration, ongoing education, and growth through the company’s training and mentorship programs.

Qualifications

• Experience building long-term client relationships and providing financial planning services.
• Ability to assess client needs, goals and risk tolerance and translate into plans.
• Strong communication and interpersonal skills.
• Knowledge of investments and retirement planning helpful.

Responsibilities

• Build and maintain long‑term relationships with clients by providing financial planning services
• Conduct client meetings to assess their financial needs, goals, and risk tolerance
• Develop and implement financial plans to help clients achieve their financial objectives
• Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance
• Stay up‑to‑date with the latest financial trends and developments to provide the best possible advice to clients
• Collaborate with other professionals to provide holistic financial planning advice
• Meet regularly with clients to review their financial plans and make adjustments as necessary
• Generate new business through networking and referrals

Skills

Client relationships

Sales

Financial planning

Investment management

Education

4-year degree or equivalent experience

Tools

CRM software

MS Office

Job description

Northwestern Mutual in Birmingham, AL is seeking a motivated Financial Advisor to provide comprehensive financial planning services to clients. You will work with professionals to develop investment strategies and long-term plans.

Responsibilities include meeting clients to assess needs, building relationships, and delivering tailored advice. This role emphasizes collaboration, ongoing education, and growth through the company’s training and mentorship programs.