Financial Advisor - Licensing Provided

Northwestern Mutual; Winston-Salem (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

Northwestern Mutual in Winston-Salem, NC is seeking a full-time Financial Advisor with licensing provided. You will meet with clients to assess goals, analyze finances, and craft tailored plans spanning retirement, investments, insurance, and wealth management.

You will conduct analyses, present recommendations, manage client portfolios, and build long-term relationships while staying current on market trends and regulatory standards, drawing on the company's training and resources.

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field preferred.
• Licensing or certification relevant to financial advising is beneficial; Northwestern Mutual provides licensing support.
• Strong communication and consultative skills.
• On-site role in Winston-Salem, NC with strong time management.

Responsibilities

• Meet with clients to assess financial goals and current situation.
• Create tailored plans covering retirement, investments, insurance, and wealth management.
• Conduct financial analyses and present recommendations.
• Manage client portfolios and follow up regularly to adjust plans.
• Build long-term client relationships and stay informed about market trends.

Skills

Financial planning

Investment analysis

Client relationships

Regulatory compliance

Sales experience

Licensing support

Education

Bachelor’s degree in finance or related field

Job description

Company Description

Northwestern Mutual is a leading financial services organization focused on helping individuals and families achieve long-term financial security through personalized, people-first plans. With substantial assets under management and a broad range of offerings—including life, disability income, and long-term care insurance, annuities, advisory and brokerage services, and wealth management solutions—the company serves millions of clients nationwide. Northwestern Mutual supports a growing network of financial advisors across the country, along with corporate offices in Milwaukee and New York. The organization is committed to diversity and inclusion as a strength in shaping the future of financial security. Financial representatives and interns operate as independent contractors, backed by Northwestern Mutual’s resources, training, and support.

Role Description

This full-time Financial Advisor role with licensing provided is an on-site position based in Winston-Salem, NC. The Financial Advisor will meet with clients to assess their financial goals, analyze their current financial situation, and create tailored plans covering areas such as retirement, investments, insurance, and wealth management. Day-to-day responsibilities include conducting financial analyses, presenting recommendations, managing client portfolios, and following up regularly to review and adjust plans as circumstances change. The role involves building and maintaining long-term client relationships, staying informed about market trends and financial products, and complying with regulatory and company standards. Advisors will collaborate with team members and leverage Northwestern Mutual’s training, tools, and support to grow their practice and serve clients effectively.

Qualifications

• Strong foundation in Financial Planning and Financial Advisory to develop and present comprehensive financial strategies.


• Knowledge of Finance and Investments to analyze markets, recommend solutions, and manage client portfolios.


• Experience or interest in Retirement Planning to help clients prepare for long-term financial independence.


• Excellent interpersonal, communication, and consultative skills to build trust-based, long-term client relationships.


• Bachelor’s degree in finance, business, economics, or a related field preferred; comparable experience considered.


• Ability to work on-site in Winston-Salem, NC, with strong time management, organization, and follow-through skills.


• Comfort with business development activities, including networking and prospecting; prior sales experience is a plus.


• Commitment to ethical conduct, regulatory compliance, and ongoing professional learning; relevant licenses or certifications are beneficial, with licensing support provided.