Financial Advisor — Flexible Schedule & Growth Path

Greater Hartford Wealth Management; West Hartford (CT); Vor Ort; USD 65.000 - 110.000; Vollzeit

Benefits dieser Stelle

Bonus

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Zusammenfassung

Northwestern Mutual is seeking a Financial Representative to join our West Hartford office, building lasting client relationships and delivering tailored financial plans that meet individual needs.

You'll partner with a supportive team, access ongoing training, and benefit from sponsorship for licenses, with a client-first focus and a flexible schedule to balance personal commitments.

Qualifikationen

• Bachelor's Degree strongly preferred or military equivalent.
• Licenses: Series 6, 63, and state licenses (training and sponsorship available).
• Experience in financial services or business development beneficial but not required.
• Strong interpersonal and communication skills.

Aufgaben

• Client Consultation: Engage with clients to understand their 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.

Kenntnisse

Interpersonal skills

Communication

Analytical thinking

Trust building

Ausbildung

Bachelor's degree

Jobbeschreibung

Northwestern Mutual is seeking a Financial Representative to join our West Hartford office, building lasting client relationships and delivering tailored financial plans that meet individual needs.

You'll partner with a supportive team, access ongoing training, and benefit from sponsorship for licenses, with a client-first focus and a flexible schedule to balance personal commitments.