Financial Advisor - Military Development Program

Northwestern Mutual; Charlotte (NC); On-site; USD 50,000 - 100,000; Full time

Job summary

A financial services organization based in Charlotte, NC seeks motivated Financial Representatives to build client relationships and provide tailored financial solutions. The role emphasizes the importance of professional development and ethical practices. Ideal candidates will have a 4-year degree or equivalent experience. Responsibilities include educating clients on financial products, managing financial plans, and team collaboration. Join a dynamic environment with extensive training and mentorship opportunities.

Qualifications

• 4-year degree or equivalent work experience required.
• History of personal and professional success is essential.
• Commitment to ethics and teamwork is necessary.
• Willingness to pursue professional development is crucial.

Responsibilities

• Build a client base by evaluating personal and professional networks.
• Educate yourself through training and ongoing development.
• Influence clients with recommendations and expert advice.
• Take ownership of managing client financial plans.

Skills

Client relationship building

Financial product knowledge

Sales influence

Business management

Education

4-year degree or equivalent professional work experience

Job description

Continue a career with purpose. Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. They craft a workday around their life, get rewarded for success, and make a positive impact every day.

Here, we value the attributes our military members and veterans possess and see their standard of ethics, dedication, loyalty, strong work principles, and proven leadership abilities as key components to a successful career as a financial representative. Here, hard work pays off.

Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Planning Experience - Asset & Income Protection - Education Funding - Advisory & Investment Services - Trust Services - Retirement Solutions - Business Analysis

Responsibilities

1. Build— Call on, meet with, and evaluate the needs of personal and professional networks to build a client base. Begin to develop knowledge of NM financial products and market trends.
2. Educate— Educate yourself through training, sponsored licensing and registration, and ongoing development delivered by your team. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
3. Influence— Utilize the proven methods and advanced processes to present clients with the opportunity to protect and prosper, and serve clients best with expert influence and recommendations.
4. Own— Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Qualifications

• 4-year degree; or equivalent professional work experience
• History of personal and professional success
• Commitment to a respected and ethical team
• Desire and appreciation for professional development