Financial Advisor - Training and Development Provided

Northwestern Mutual; Lynchburg (VA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Competitive medical, vision, and dental plans

NM-Funded Retirement Package and Pension Plan

Support for insurance licensing and training

Parental benefits at every stage

Job summary

Northwestern Mutual is seeking a Financial Advisor in Lynchburg, Virginia. This role offers the opportunity to create customized financial plans for clients, helping them achieve their financial goals. You will develop strategies that encompass insurance, investments, and retirement planning, while building meaningful relationships in the community.

The position provides robust support for insurance licensing and ongoing professional development, along with competitive health benefits and a strong retirement package.

Qualifications

• Experience in financial services or similar role is preferred.
• Strong interpersonal and communication skills are required.
• Commitment to ongoing training and professional development.

Responsibilities

• Develop and implement comprehensive financial plans for clients.
• Build a client base through networking and community relationships.
• Conduct regular reviews and updates to financial plans.
• Educate clients about their financial options.
• Stay updated with financial trends and regulations.

Skills

Financial planning

Networking

Client relationship management

Investment strategies

Insurance knowledge

Regulatory compliance

Holistic solutions provision

Education

Bachelor's degree

Insurance licensing

Job description

Northwestern Mutual has been a leader in the financial services industry in since 1857. Our mission is impact- helping people achieve financial security through comprehensive financial planning and personalized solutions. We encourage career changers to apply.

Position Overview

As a Financial Advisor at Northwestern Mutual, you will have the opportunity to build your own practice and make a meaningful impact on your clients' lives- utilizing life insurance, investments, retirement, estate planning and more. You'll work with individuals, families, and businesses to create customized financial plans, helping them achieve both short- and long-term goals. Your role will involve discovering clients' needs, offering tailored financial solutions, and maintaining long-term relationships to ensure clients' continued success.

Key Responsibilities

• Develop and implement comprehensive financial plans for clients, including retirement, estate, investment, insurance, and education funding strategies.
• Build a client base by networking, prospecting, and building relationships in your community.
• Conduct regular reviews and updates to clients' financial plans to ensure alignment with their changing goals and circumstances.
• Educate clients about their financial options and the value of sound financial planning.
• Stay current with financial trends, industry regulations, and best practices to provide optimal guidance to clients.
• Work closely with a team of specialists and other professionals to provide holistic solutions.
• Commit to personal growth through ongoing training, professional development, and mentorship opportunities.
• Revenues from client work
• Start up Capital- Additional income structure to support training and early development
• NM-Funded Retirement Package and Pension Plan
• Renewal income earned for continued client support and policy management
• Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
• Competitive and comprehensive medical, vision, and dental plans
• Heath, Dental, and Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning