Financial Advisor – Flexible Schedule & Growth Path

Banderman Financial Group; Sunset Hills (MO); On-site; USD 76,000 - 490,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual in Saint Louis, MO seeks a Financial Representative to build lasting client relationships, delivering personalized insurance solutions and guiding clients through financial planning.

You will develop comprehensive plans, discuss investments, insurance, and retirement strategies, and stay engaged with clients through ongoing support and regular reviews. Licensing sponsorship is available.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development is beneficial but not required.
• Licenses: willingness to obtain licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client Consultation: Engage with clients to understand 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

Strong interpersonal and communication

Analytical thinking

Ability to build trust and rapport

Education

Bachelor's degree preferred

Job description

Northwestern Mutual in Saint Louis, MO seeks a Financial Representative to build lasting client relationships, delivering personalized insurance solutions and guiding clients through financial planning.

You will develop comprehensive plans, discuss investments, insurance, and retirement strategies, and stay engaged with clients through ongoing support and regular reviews. Licensing sponsorship is available.