Financial Advisor — Grow Clients, Build Plans, Impact Futures

Northwestern Mutual; Toledo (OH); On-site; USD 62,000 - 790,000; Full time

Benefits offered by this job

Life and disability insurance

Health care and dependent care plans

Licensing & education reimbursement

Job summary

Northwestern Mutual Toledo is hiring a Financial Representative to build a local client base, educate clients on financial planning, and provide ongoing advisory services. You will work within a team environment, leveraging mentorship and an industry-leading training program to develop professional licensing and business skills.

The role emphasizes entrepreneurship, personal success, and community impact, with a strong focus on client relationships and customized financial plans.

Qualifications

• Must possess licensing in financial services and a track record of success.
• Strong communication and interpersonal skills are essential.
• Entrepreneurial drive with an interest in community impact and business development.

Responsibilities

• Grow your client base by building relationships and delivering a great client experience.
• Develop personalized, holistic financial plans tailored to each client’s needs.
• Manage and update client plans to help clients reach their goals.
• Grow relationships with clients to support them through life stages.

Skills

People skills

Communication

Entrepreneurial drive

Goal-oriented

Relationship building

Education

Licensing: Life/Accident & Health

SIE licensing

Series 6/7/63

Job description

Northwestern Mutual Toledo is hiring a Financial Representative to build a local client base, educate clients on financial planning, and provide ongoing advisory services. You will work within a team environment, leveraging mentorship and an industry-leading training program to develop professional licensing and business skills.

The role emphasizes entrepreneurship, personal success, and community impact, with a strong focus on client relationships and customized financial plans.