Financial Advisor: Flexible Schedule, Mentorship & Growth

The Wengzn District - Northwestern Mutual; New Haven (CT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development

Competitive compensation

Mentorship program

Work-life balance

Community impact

Job summary

The Northwestern Mutual in New Haven seeks a Financial Representative to build lasting client relationships through personalized insurance solutions and comprehensive financial planning. You'll work with a dedicated planning team, receive training and sponsorship for licenses, and have access to mentorship and growth opportunities while making a positive impact in the community.

Join a supportive culture that values growth, purpose, and community involvement, with flexible scheduling and a path

Qualifications

• Education: A bachelor’s degree is strongly preferred.
• Experience: Previous experience in financial services is beneficial but not required.
• Licenses: Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client consultations: understand client goals, concerns, and needs.
• Financial planning: develop plans including investments, insurance, and retirement.
• Insurance solutions: recommend and implement protection strategies for clients.
• Ongoing support: monitor plans and update as life changes.
• Networking: build a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Rapport building

Education

Bachelor's degree preferred

Job description

The Northwestern Mutual in New Haven seeks a Financial Representative to build lasting client relationships through personalized insurance solutions and comprehensive financial planning. You'll work with a dedicated planning team, receive training and sponsorship for licenses, and have access to mentorship and growth opportunities while making a positive impact in the community.

Join a supportive culture that values growth, purpose, and community involvement, with flexible scheduling and a path