Financial Advisor - Flexible Schedule, Growth & Impact

Northwestern Mutual - Puget Sound; Tacoma (WA); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual Puget Sound is seeking a Financial Advisor to partner with clients in Seattle, Bellevue, and Tacoma, delivering personalized financial plans and ongoing guidance. You will establish long-term relationships, assess needs, and offer tailored solutions across investments, insurance, retirement, and estate planning.

You will receive training, sponsorship for licenses, and opportunities for advancement in a collaborative, community-focused office environment.

Qualifications

• Strong interpersonal and communication skills.
• Ability to analyze financial information and build plans.
• Capacity to develop trust and rapport with clients.

Responsibilities

• Client consultation to understand goals and concerns.
• Develop comprehensive financial plans including investments, insurance and retirement.
• Provide ongoing support and regular plan updates to clients.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal communication

Analytical thinking

Client relationship building

Education

Bachelor's degree (strongly preferred)

Job description

Northwestern Mutual Puget Sound is seeking a Financial Advisor to partner with clients in Seattle, Bellevue, and Tacoma, delivering personalized financial plans and ongoing guidance. You will establish long-term relationships, assess needs, and offer tailored solutions across investments, insurance, retirement, and estate planning.

You will receive training, sponsorship for licenses, and opportunities for advancement in a collaborative, community-focused office environment.