Financial Advisor & Planner — Flexible Schedule & Growth

Northwestern Mutual; Jamison (PA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual in Jamison, PA is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning.

You will build long-term client relationships, understand needs, and provide tailored financial plans including investments, insurance, and retirement strategies. This role offers training and sponsorship for licenses, mentorship, and a flexible schedule to support work-life balance.

Qualifications

• Bachelor's degree preferred.
• Licenses required or sponsorship available (Series 6 & 63; state insurance licenses).
• Strong interpersonal and communication skills; ability to build trust with clients.

Responsibilities

• Engage with clients to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Monitor and update plans, adjusting strategies as needed.
• Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Rapport building

Education

Bachelor's degree

Licenses: Series 6/63 and state insurance licenses

Tools

Series 6/63 licenses

Job description

Northwestern Mutual in Jamison, PA is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning.

You will build long-term client relationships, understand needs, and provide tailored financial plans including investments, insurance, and retirement strategies. This role offers training and sponsorship for licenses, mentorship, and a flexible schedule to support work-life balance.