Financial Advisor & Planner - Flexible Schedule & Growth

Hlubek District - Northwestern Mutual; Quincy (IL); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Professional Development

Income potential with incentives

Mentorship and support

Work-life balance

Community impact

Job summary

Hlubek District - Northwestern Mutual is seeking a Financial Representative to join our Quincy, IL team. You will build long-term client relationships by offering personalized financial planning and insurance solutions to individuals and businesses.

You will develop plans, provide ongoing support, and work with a dedicated mentoring team to grow professionally while contributing to the community through local initiatives.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or insurance is beneficial but not required.
• Strong interpersonal and communication skills; ability to build trust with clients.
• Licenses such as Series 6/63 and state insurance licenses are required with training and sponsorship available.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement strategies to protect assets and income.
• Ongoing Support: Monitor plans and adjust strategies as needed for changing circumstances.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Rapport building

Education

Bachelor's degree preferred

Job description

Hlubek District - Northwestern Mutual is seeking a Financial Representative to join our Quincy, IL team. You will build long-term client relationships by offering personalized financial planning and insurance solutions to individuals and businesses.

You will develop plans, provide ongoing support, and work with a dedicated mentoring team to grow professionally while contributing to the community through local initiatives.