Financial Advisor: Entry-Level with Licensing & Training

Northwestern Mutual; Wellesley (MA); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Pension plan

Licensing sponsorship

Job summary

Northwestern Mutual in Wellesley Hills, MA is seeking a Financial Advisor to begin a career in financial services, including recent graduates as well as experienced candidates and career-changers. You will grow your client base by networking and referrals, and build personalized, holistic financial plans tailored to each client’s goals.

You will manage client relationships and coordinate with internal teams to deliver customized solutions.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Experience in a client/customer-facing role (sales, client/investor relations, customer service, etc.).
• Excellent communication and interpersonal skills.
• Interest in the Financial Services sector with open doors for recent graduates.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Business Development: establishing relationships with new clients through leads, referrals, and calls.
• Meeting with clients to discuss financial planning, including investment management and insurance.
• Coordinating with internal office teams to deliver customized financial plans and develop solutions.
• Maintain day-to-day client relationship management and financial advisory.

Skills

Excellent communication

Interpersonal skills

Client-facing

Education

Bachelor’s degree or equivalent work experience

Job description

Northwestern Mutual in Wellesley Hills, MA is seeking a Financial Advisor to begin a career in financial services, including recent graduates as well as experienced candidates and career-changers. You will grow your client base by networking and referrals, and build personalized, holistic financial plans tailored to each client’s goals.

You will manage client relationships and coordinate with internal teams to deliver customized solutions.