Financial Advisor for Career Changers (Hybrid, Training)

Northwestern Mutual; Upper Arlington (OH); Hybrid; USD 50,000 - 80,000; Full time

Job summary

A leading financial services company in Upper Arlington seeks a Financial Advisor to help clients create tailored financial plans. Responsibilities include educating clients on investments and retirement strategies while building lasting relationships. The ideal candidate should have strong financial knowledge and excellent communication skills, with a Bachelor’s degree in a related field preferred. This is a full-time hybrid role with remote flexibility.

Qualifications

• Strong financial knowledge including Financial Planning and Retirement Planning.
• Intermediate understanding of Insurance and Finance concepts.
• Excellent interpersonal and communication skills.

Responsibilities

• Educate clients on financial planning strategies.
• Provide advice on investments, insurance, and retirement planning.
• Build lasting relationships with clients.

Skills

Financial Planning

Retirement Planning

Interpersonal skills

Communication skills

Problem-solving

Education

Bachelor’s degree in Finance, Business, Economics, or a related field

Job description

A leading financial services company in Upper Arlington seeks a Financial Advisor to help clients create tailored financial plans. Responsibilities include educating clients on investments and retirement strategies while building lasting relationships. The ideal candidate should have strong financial knowledge and excellent communication skills, with a Bachelor’s degree in a related field preferred. This is a full-time hybrid role with remote flexibility.