Financial Advisor - Entry Level

Cohen District - Northwestern Mutual; Summerville (SC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Retirement

Dental insurance

Flexible schedule

Training & development

Vision insurance

Company parties

Opportunity for advancement

Job summary

Cohen District - Northwestern Mutual in Summerville, SC is seeking a Financial Advisor to help individuals and families achieve long-term financial security through personalized planning. You will build lasting client relationships, assess goals, and design tailored insurance, investment, and retirement solutions.

You will collaborate with a dedicated planning team, pursue licenses with sponsorship, and enjoy flexible scheduling, professional development, and a pathway to advancement within

Qualifications

• Bachelor's degree preferred
• Experience in financial services or business development beneficial but not required
• Strong interpersonal and communication skills
• Licenses such as Series 6/63 and state insurance licenses required or sponsorship available

Responsibilities

• Client consultations to understand financial 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 regular updates, adjusting strategies as needed.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree

Tools

Series 6

Series 63

State insurance licenses

Job description

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.