Financial Advisor & Planner - Flexible Schedule & Growth

Northwestern Mutual - Puget Sound; Tacoma (WA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual Puget Sound is seeking a Financial Representative to build lasting relationships with individuals and small businesses, offering personalized insurance solutions and comprehensive financial planning.

You will develop plans, provide ongoing support, and collaborate with a planning team to help clients pursue their financial goals in a supportive, growth‑driven environment.

Qualifications

• Bachelor's degree required.
• Licenses such as Series 6, 63 and state licenses; training and sponsorship available.
• Experience in financial services beneficial but not required.
• Strong interpersonal and communication skills are essential.

Responsibilities

• Client Consultation: Understand clients' financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement tailored insurance strategies.
• Ongoing Support: Monitor plans and adjust strategies as needs evolve.
• Networking: Grow and maintain a client network through referrals and community involvement.

Skills

Strong interpersonal skills

Communication skills

Analytical thinking

Networking

Client relationship

Education

Bachelor's degree

Tools

Series 6

Series 63

State insurance licenses

Job description

Northwestern Mutual Puget Sound is seeking a Financial Representative to build lasting relationships with individuals and small businesses, offering personalized insurance solutions and comprehensive financial planning.

You will develop plans, provide ongoing support, and collaborate with a planning team to help clients pursue their financial goals in a supportive, growth‑driven environment.