Financial Advisor - Entry Level

Cohen District - Northwestern Mutual; Oregon; Ibrido; USD 60.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Retirement

Dental insurance

Flexible schedule

Vision insurance

Training & development

Company parties

Opportunity for advancement

Descrizione del lavoro

Cohen District - Northwestern Mutual is looking for a Financial Advisor to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning. You will build long-term client relationships and tailor strategies to fit evolving needs.

You will work with a team offering mentoring, marketing resources, and ongoing professional development while enjoying flexible work-from-home options and meaningful community impact.

Competenze

• Bachelor's degree preferred.
• Experience in financial services beneficial but not required.
• Licensing training and sponsorship available.

Mansioni

• Client consultations to understand goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor plans and provide updates as circumstances change.
• Build and maintain a network of clients through referrals and professional involvement.

Conoscenze

Interpersonal skills

Communication skills

Analytical thinking

Client rapport

Formazione

Bachelor's degree

Strumenti

Series 6/63 licenses

Descrizione del lavoro

Benefits:

• Retirement
• Company parties
• Dental insurance
• Flexible schedule
• Opportunity for advancement
• Training & development
• Vision insurance

At Cohen District - Northwestern Mutual, our mission is to help individuals and families achieve financial security and peace of mind through comprehensive and personalized financial planning. For over 160 years, Northwestern Mutual has helped clients spend their lives living by combining the expertise of financial professionals with innovative digital tools and industry-leading financial products.

Our approach focuses on building personalized financial strategies that incorporate insurance, investments, and annuities, all working together to help clients achieve their short- and long-term goals. Backed by Northwestern Mutual's exceptional financial strength and access to industry-leading products and services, we are committed to helping clients confidently navigate their financial futures.

Joining Cohen District as a Financial Advisor means becoming part of a team dedicated to building lasting relationships, providing trusted financial guidance, and helping individuals and families achieve long-term financial success.

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies - as was recognized by FORTUNE ® as one of the "World's Most Admired" life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders, the Heartbeat of Our Business:

Martim Cohen - Managing Director:

• How long with NM? Since October 2018.
• Prior Experience? Before joining Northwestern Mutual, Martim worked in the hospitality industry, where he held a variety of roles. He graduated from the College of Charleston, where he was a member of the men's lacrosse team.
• Passionate About? Martim is passionate about traveling and spending time with his wife. They enjoy boating, relaxing on Charleston's beautiful beaches, and exploring the city's vibrant culinary scene.

Alwyn Coetzee - Financial Advisor:

• How long with NM? 8 years.
• Prior Experience? Before joining Northwestern Mutual, Alwyn worked as a Motor Yacht Captain.
• Passionate About? Originally from South Africa, Alwyn enjoys boating, surfing, golfing, and spending quality time with his wife and two children.

Kirsten Bethea - Financial Advisor:

• How long with NM? 5 years.
• Prior Experience? Before joining Northwestern Mutual, Kirsten worked as a high school English teacher.
• Passionate About? Kirsten is passionate about helping others grow and watching them gain confidence and excitement in their personal and professional development. She values generosity, meaningful connections, and creating opportunities for fun and laughter both at work and in life!

Morgan Earman - Financial Advisor:

• How long with NM? 6 years.
• Prior Experience? Before joining Northwestern Mutual, Morgan was a professional baseball player for the New York Mets. He now specializes in wealth management.
• Passionate About? Outside of work, Morgan enjoys golfing and spending quality time with his wife and two children.

About the Financial Advisor Role:

As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Martim Cohen is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.