Financial Advisor: Flexible Schedule & Growth Impact

Northwestern Mutual; Bridgeport (CT); On-site; USD 80,000 - 1,115,000; Full time

Benefits offered by this job

Professional development

Performance incentives

Mentorship

Flexible schedule

Community impact

Job summary

Northwestern Mutual in Fairfield County seeks a Financial Advisor to lead a network of offices in providing personalized insurance solutions and financial planning. You will build long-term client relationships, understand unique financial needs, and deliver tailored strategies.

The role offers opportunities for advancement, ongoing training, and a flexible schedule within a supportive team environment. Strong communication and analytical skills are essential.

Qualifications

• Bachelor's degree in finance, business, or related field.
• Strong interpersonal and communication skills.
• Ability to build trust and rapport with clients.
• Licenses such as Series 6, 63, and state insurance licenses (training and 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 clients' assets and income.
• Monitor and update financial plans as circumstances change.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal communication

Analytical thinking

Client relationship building

Education

Bachelor's degree in finance, business, or related field

Tools

Series 6 license

Series 63 license

State insurance licenses

Job description

Northwestern Mutual in Fairfield County seeks a Financial Advisor to lead a network of offices in providing personalized insurance solutions and financial planning. You will build long-term client relationships, understand unique financial needs, and deliver tailored strategies.

The role offers opportunities for advancement, ongoing training, and a flexible schedule within a supportive team environment. Strong communication and analytical skills are essential.