Financial Advisor: Flexible Schedule, Growth & Training

Northwestern Mutual - Greater Hartford Wealth Management

West Hartford (CT)

On-site

USD 70,000 - 110,000

Full time

11 days ago
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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 - Greater Hartford Wealth Management is seeking a Financial Advisor to engage clients, craft personalized financial strategies, and build lasting relationships. You will deliver comprehensive protection and planning, continually refine plans, and expand the client base through referrals and community involvement.

The role emphasizes coaching, collaboration, and a balance of guidance with independence, within a supportive team.

Qualifications

  • Bachelor's degree in finance, business, or a related discipline.
  • Excellent interpersonal and communication abilities.
  • Ability to obtain state insurance licenses; training provided and sponsorship considered.

Responsibilities

  • Engage with clients to understand comprehensive financial needs and provide personalized guidance.
  • Design and implement tailored strategies to safeguard assets, income, and overall financial wellbeing.
  • Regularly review and update clients' financial plans and insurance policies to reflect changes.
  • Cultivate a robust network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal communication
Client relationship building
Analytical thinking
Networking

Education

Bachelor's degree in finance or related field

Tools

Licensing training & sponsorship

Job description

Northwestern Mutual - Greater Hartford Wealth Management is seeking a Financial Advisor to engage clients, craft personalized financial strategies, and build lasting relationships. You will deliver comprehensive protection and planning, continually refine plans, and expand the client base through referrals and community involvement.

The role emphasizes coaching, collaboration, and a balance of guidance with independence, within a supportive team.

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