Financial Advisor - Flexible, Remote Growth Path

Northwestern Mutual - The Lincoln Group; Lincoln (NE); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Professional development

Performance incentives

Mentorship support

Flexible schedule

Community impact

Job summary

Northwestern Mutual - The Lincoln Group is seeking a Financial Representative to build long-term client relationships through tailored insurance and financial planning solutions. You will work with individuals and businesses to assess needs, design plans, and provide ongoing support.

The role emphasizes consultative sales, financial analysis, and planning, with sponsorship for licenses and opportunities for advancement within a supportive team environment in Lincoln, NE.

Qualifications

• Bachelor's degree is highly preferred, but not required.
• Experience in financial services or business development is beneficial but not required.
• Strong interpersonal and communication skills.
• Analytical thinking and the ability to build trust with clients.

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.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust-building

Education

Bachelor's degree

Job description

Northwestern Mutual - The Lincoln Group is seeking a Financial Representative to build long-term client relationships through tailored insurance and financial planning solutions. You will work with individuals and businesses to assess needs, design plans, and provide ongoing support.

The role emphasizes consultative sales, financial analysis, and planning, with sponsorship for licenses and opportunities for advancement within a supportive team environment in Lincoln, NE.