Financial Advisor: Flexible Schedule & Growth Path

Northwestern Mutual - Buffalo District; Village of Williamsville (NY); Sur place; USD 55 000 - 95 000; Plein temps

Avantages offerts par ce poste

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Résumé du poste

Northwestern Mutual Buffalo District is seeking a Financial Representative to help individuals and families achieve financial security through tailored insurance solutions and financial planning. You will build lasting client relationships, assess needs, and develop comprehensive plans.

This role emphasizes growth, community involvement, and a supportive mentorship environment. Qualifications include a bachelor's degree preferred, strong interpersonal skills, and the potential for license

Qualifications

• Bachelor's degree preferred; licensing sponsorship available.
• Experience in financial services or insurance is beneficial but not required.
• Licenses such as Series 6, 63, and state insurance licenses preferred; training and sponsorship available.

Responsabilités

• Engage clients to understand financial goals and risk tolerance.
• Develop comprehensive financial plans covering investments, insurance, and retirement.
• Recommend insurance strategies to protect assets and income.
• Provide ongoing reviews and updates to client plans.
• Build and maintain a network through referrals and community involvement.

Connaissances

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Formation

Bachelor's degree preferred

Description du poste

Northwestern Mutual Buffalo District is seeking a Financial Representative to help individuals and families achieve financial security through tailored insurance solutions and financial planning. You will build lasting client relationships, assess needs, and develop comprehensive plans.

This role emphasizes growth, community involvement, and a supportive mentorship environment. Qualifications include a bachelor's degree preferred, strong interpersonal skills, and the potential for license