Financial Advisor & Planner – Flexible Schedule & Growth

Northwestern Mutual - Buffalo District; Eggertsville (NY); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Ongoing training

Certification sponsorship

Performance-based pay

Planning team support

Flexible schedule

Pension plan

Profit sharing

Community impact

Job summary

Northwestern Mutual - Buffalo District is hiring a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive financial planning. You will build long-term client relationships, assess needs, and offer tailored strategies.

The role emphasizes ongoing training, licensing sponsorship (Series 6, 63, state licenses), and a flexible schedule.

Qualifications

• Bachelor's degree preferred, but not required.
• Experience in financial services or insurance beneficial but not required.
• Strong interpersonal and communication skills; ability to build trust with clients.
• Willingness to obtain Series 6, 63, and state licenses; training and sponsorship provided.

Responsibilities

• Consult with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans covering investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and adjust strategies as circumstances change.
• Build and maintain a client network through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree preferred

Job description

Northwestern Mutual - Buffalo District is hiring a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive financial planning. You will build long-term client relationships, assess needs, and offer tailored strategies.

The role emphasizes ongoing training, licensing sponsorship (Series 6, 63, state licenses), and a flexible schedule.