Financial Advisor: Flexible Training & Growth Path

Northwestern Mutua; Bellevue (WA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Retirement plan

Performance bonus

Company events

Dental insurance

Health insurance

Vision insurance

Flexible schedule

Training & development

Advancement opportunities

Job summary

Northwestern Mutual Puget Sound is seeking a Financial Advisor to help individuals and businesses reach their financial goals through personalized planning. You will build long-term client relationships and tailor financial solutions to needs and circumstances.

The role emphasizes comprehensive planning across investments, insurance, retirement, tax, and estate considerations, with sponsorship for licenses and ongoing mentorship in a collaborative team environment.

Qualifications

• Bachelor's degree strongly preferred or military equivalent.
• Experience in financial services or business development not required.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust with clients.

Responsibilities

• Client consultations: understand clients' financial goals, aspirations, and concerns.
• Financial planning: develop comprehensive plans covering investments, insurance, retirement, tax, estate and business planning.
• Ongoing support: monitor plans and adjust strategies as needs change.
• Networking: build and maintain a client network through referrals and community involvement.

Job description

Northwestern Mutual Puget Sound is seeking a Financial Advisor to help individuals and businesses reach their financial goals through personalized planning. You will build long-term client relationships and tailor financial solutions to needs and circumstances.

The role emphasizes comprehensive planning across investments, insurance, retirement, tax, and estate considerations, with sponsorship for licenses and ongoing mentorship in a collaborative team environment.