Financial Advisor for Career Changemakers

Northwestern Mutual - Buffalo District; Eggertsville (NY); Vor Ort; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Professional development

Performance incentives

Health insurance

Retirement benefits

Flexible schedule

Zusammenfassung

Northwestern Mutual Buffalo District is seeking a Financial Representative to build lasting client relationships through personalized financial planning and insurance solutions. You will consult with clients, design and implement comprehensive plans, and provide ongoing support to adapt to life changes.

The role offers growth potential, sponsorship for licenses, and a pathway to leadership within a supportive, community-focused office in Williamsville, NY.

Qualifikationen

• Bachelor's degree preferred; experience in financial services is beneficial.
• Strong interpersonal and communication skills; analytical thinking.
• Ability to build trust and rapport with clients.
• Licensing: Series 6, 63 and state insurance licenses required or sponsorship available.

Aufgaben

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Provide ongoing support and updates to adapt plans to changing circumstances.
• Network to grow client base through referrals and community involvement.

Kenntnisse

Interpersonal skills

Communication

Analytical thinking

Trust building

Ausbildung

Bachelor's degree preferred

Tools

Series 6 & 63 licenses

State insurance licenses

Jobbeschreibung

Northwestern Mutual Buffalo District is seeking a Financial Representative to build lasting client relationships through personalized financial planning and insurance solutions. You will consult with clients, design and implement comprehensive plans, and provide ongoing support to adapt to life changes.

The role offers growth potential, sponsorship for licenses, and a pathway to leadership within a supportive, community-focused office in Williamsville, NY.