Financial Advisor & Planner — Flexible Schedule & Growth

The Zara Group - Northwestern Mutual; Chesterfield (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development

Mentorship program

Commission-based incentives

Work-life balance

Impact in community

Job summary

The Zara Group of Northwestern Mutual is hiring a Financial Representative to build lasting client relationships through personalized insurance solutions and financial planning. You will consult with clients to understand goals, develop plans, and provide ongoing support and updates.

Join a team that emphasizes mentorship, training, and professional development, with licenses supported and a culture focused on financial security for individuals, families, and businesses.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development is beneficial but not required.
• Strong interpersonal and communication skills, and the ability to build trust with clients.
• Licenses (Series 6, 63 and state insurance) or sponsorship available.

Responsibilities

• Client consultations to understand goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor plans and provide updates as circumstances change.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal communication

Analytical thinking

Networking

Education

Bachelor's degree

Tools

Series 6 licenses

Series 63 license

State insurance licenses

Job description

The Zara Group of Northwestern Mutual is hiring a Financial Representative to build lasting client relationships through personalized insurance solutions and financial planning. You will consult with clients to understand goals, develop plans, and provide ongoing support and updates.

Join a team that emphasizes mentorship, training, and professional development, with licenses supported and a culture focused on financial security for individuals, families, and businesses.