Financial Advisor — Impactful Planning & Growth

Northwestern Mutual; Wall (SD); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Professional development

Income potential with incentives

Mentorship and support

Work-life balance

Community impact

Job summary

Northwestern Mutual is seeking a Financial Representative to join a team focused on helping individuals and businesses achieve financial goals through personalized insurance solutions and financial planning.

You will build long-term client relationships, understand unique needs, and provide tailored financial solutions, with a culture that emphasizes training, mentorship, and community involvement.

Qualifications

• Education: A bachelor’s degree is preferred.
• Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication

Analytical thinking

Education

Bachelor's degree (preferred)

Job description

Northwestern Mutual is seeking a Financial Representative to join a team focused on helping individuals and businesses achieve financial goals through personalized insurance solutions and financial planning.

You will build long-term client relationships, understand unique needs, and provide tailored financial solutions, with a culture that emphasizes training, mentorship, and community involvement.