Financial Advisor – Flexible Schedule & Growth Path

Northwestern Mutual; Princeton (NJ); On-site; USD 55,000 - 90,000; 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

Job summary

Northwestern Mutual in Princeton, NJ seeks a Financial Representative to help individuals and businesses reach their financial goals through personalized insurance solutions and planning. You will build long-term client relationships, understand needs, and provide tailored financial strategies.

The role focuses on client consultations, comprehensive planning, ongoing plan monitoring, and proactive networking to grow a trusted advisory practice.

Qualifications

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

Responsibilities

• Client Consultation: Engage with clients to understand goals, aspirations, 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 network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client rapport

Education

Bachelor's degree preferred

Job description

Northwestern Mutual in Princeton, NJ seeks a Financial Representative to help individuals and businesses reach their financial goals through personalized insurance solutions and planning. You will build long-term client relationships, understand needs, and provide tailored financial strategies.

The role focuses on client consultations, comprehensive planning, ongoing plan monitoring, and proactive networking to grow a trusted advisory practice.