Financial Advisor (Entry) - Training Provided, Hybrid

Northwestern Mutual; Upper Arlington (OH); Hybrid; USD 59,000 - 80,000; Full time

Job summary

A reputed financial services company is seeking a dedicated Financial Representative in Columbus, OH. This full-time hybrid role involves creating tailored financial plans for clients, educating them on strategies, and ensuring alignment with their goals. The ideal candidate will have strong financial knowledge and excellent communication skills. Compensation ranges from $59,000 to $80,000 annually.

Qualifications

• Strong financial knowledge, including Financial Planning, Retirement Planning, and Investments.
• Excellent interpersonal and communication skills for building client relationships.
• Previous experience in sales or customer-focused roles is a plus.

Responsibilities

• Help clients create comprehensive financial plans tailored to their goals.
• Educate clients on financial planning strategies and provide investment advice.
• Ensure financial strategies align with client objectives.

Skills

Financial Planning

Retirement Planning

Investments

Communication Skills

Problem Solving

Education

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

Job description

A reputed financial services company is seeking a dedicated Financial Representative in Columbus, OH. This full-time hybrid role involves creating tailored financial plans for clients, educating them on strategies, and ensuring alignment with their goals. The ideal candidate will have strong financial knowledge and excellent communication skills. Compensation ranges from $59,000 to $80,000 annually.