Financial Advisor - Hybrid Role with Growth & Flexibility

P&W Financial Group - Northwestern Mutual; Jackson (MS); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

P&W Financial Group of Northwestern Mutual is seeking a Financial Advisor to engage clients, assess financial needs, and design tailored plans. The role emphasizes teamwork, integrity, and client service within a supportive environment.

You will be involved in ongoing planning, relationship building, and professional development, with opportunities for advancement. A hybrid work arrangement and support for licensure are provided.

Qualifications

• Bachelor's degree in finance, business, or a related discipline.
• Excellent interpersonal and communication abilities.
• Strong analytical skills and the ability to build lasting client relationships.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide guidance.
• Design and implement tailored financial plans to safeguard assets and income.
• Maintain and review client plans and policies, updating as goals change.

Skills

Interpersonal skills

Communication skills

Analytical skills

Networking

Education

Bachelor's degree in finance or business

Job description

P&W Financial Group of Northwestern Mutual is seeking a Financial Advisor to engage clients, assess financial needs, and design tailored plans. The role emphasizes teamwork, integrity, and client service within a supportive environment.

You will be involved in ongoing planning, relationship building, and professional development, with opportunities for advancement. A hybrid work arrangement and support for licensure are provided.