Financial Advisor (Training Provided)

Northwestern Mutual; Honolulu (HI); Hybrid; USD 60,000 - 170,000; Full time

Benefits offered by this job

Full Medical, Dental and Vision benefits

Healthcare reimbursement accounts

Two fully funded company pension plans

Life and disability income insurance

Job summary

A leading financial services firm in Hawaii is seeking a Financial Advisor to provide personalized financial recommendations to clients and help them achieve their goals. No prior finance background is required as extensive training is provided. Ideal candidates will exhibit strong analytical, communication, and interpersonal skills. This role offers a competitive income potential along with full medical benefits and professional development opportunities.

Qualifications

• Bachelor's degree required.
• Exceptional interpersonal and relationship‑building skills necessary.
• Proven ability to assess customer needs.

Responsibilities

• Provide personalized recommendations to clients.
• Help clients achieve their financial goals.
• Assist in developing client relationships.

Skills

Excellent analytical skills

Communication skills

Customer service skills

Interpersonal skills

Client prospecting skills

Computer/technical literacy

Education

Bachelor's degree from a four‑year college or university

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Financial Advisor Career at Northwestern Mutual Hawai'i

Job Summary: As a Financial Advisor, you will provide personalized recommendations to clients, helping them achieve their financial goals and secure their financial future.

Role Highlights: Excellent analytical, communication, and customer service skills are required. No specific finance background is necessary as we provide robust training and development for all new representatives.

Basic Qualifications

• Bachelor’s degree from a four‑year college or university
• Exceptional interpersonal and relationship‑building skills
• Proven ability to assess customer needs and recommend appropriate solutions
• Goal‑ and performance‑driven mindset
• Ability to source clients through prospecting and networking
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Training and Education:

• Full financial support for licensing, professional designations, and certifications for personal and professional growth.
• Award‑winning training program.
• Mentorship and professional development from top‑performing advisors and leaders throughout careers.
• Opportunity to pursue leadership and specialized roles.
• Company culture promoting diversity, teamwork, work/life balance, recognition, and rewards.
• Northwestern Mutual annual events focused on development, networking, career advancement, and client experience.
• Full Medical, Dental and Vision benefits.
• Healthcare and dependent care reimbursement accounts.
• Two fully funded company pension plans.
• Life and disability income insurance.
• Performance‑driven income potential: bonuses, stipends, commission, residual income, and client retention.

Company Overview: Northwestern Mutual has been a leader in the financial services industry for over 160 years, recognized by Fortune as one of the “World’s Most Admired” companies. The Hawaiʻi office is a Best Places to Work honoree for multiple years.

Seniority Level

• Associate

Employment Type

• Full‑time

Job Function

• Finance

Applicants must currently live in Hawaiʻi. Remote accommodations are available for neighbor‑island advisors.

Base Pay Range: $60,000 – $170,000 per year