Financial Advisor: Flexible Schedule & Career Growth

Northwestern Mutual; Jamison (PA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Professional Development

Income Potential

Support and Mentorship

Work-Life Balance

Impact

Job summary

Northwestern Mutual in Bucks County, PA, is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning. You will build long-term client relationships, tailor financial strategies, and work with a supportive planning team.

The role offers ongoing training, sponsorship for licenses (Series 6, 63, and state licenses), mentorship, and a flexible yet professional environment.

Qualifications

• Bachelor's degree preferred; relevant financial services experience encouraged.
• Strong interpersonal and communication skills.
• Ability to build trust and rapport with clients.

Responsibilities

• Client Consultation: Understand client goals, needs, and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Ongoing Support: Monitor plans and adjust strategies as needed.
• Networking: Build and maintain a local client network.

Skills

Interpersonal skills

Communication

Analytical thinking

Trust building

Education

Bachelor's degree preferred

Job description

Northwestern Mutual in Bucks County, PA, is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning. You will build long-term client relationships, tailor financial strategies, and work with a supportive planning team.

The role offers ongoing training, sponsorship for licenses (Series 6, 63, and state licenses), mentorship, and a flexible yet professional environment.