Financial Advisor (Training Provided)

Northwestern Mutual; Olde West Chester (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

A national financial services company seeks a Financial Advisor in Olde West Chester, OH, to empower clients through customized financial strategies. This entry-level role offers extensive training, independence, and the ability to make a genuine community impact. Ideal candidates are driven, excellent communicators, and aspire for long-term success. You'll enjoy a supportive environment fostering personal and professional growth.

Qualifications

• Dependable, consistent, and full of integrity.
• Exceptional communicator with relationship-building skills.
• Independent and self-motivated, with a desire for long-term success.
• Growth minded, coachable with a strong desire for long-term success.

Responsibilities

• Make an impact on the community by providing paths to financial stability.
• Receive coaching and financial support for professional designations.
• Build long-term client relationships and customize financial strategies.
• Engage in ongoing professional development.
• Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications.
• Establish impactful networks in the community and learn how to authentically build referral connections.
• Develop and maintain long-term client relationships (our average client relationship is over 40 years).
• Provide customized financial strategies and solutions through factfinding and holistic financial planning.
• Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning.
• Design your roadmap to leadership and specialized roles.
• Be rewarded.

Skills

Excellent communication

Relationship building

Self-motivated

Goal-oriented

Growth minded

Job description

Financial Advisor & Director at Northwestern Mutual

Entrepreneurship while making an impact. This is a career move that could redefine how you work and the legacy you leave.

Overview

As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both share.

Responsibilities

• Make an impact on the community by providing paths to financial stability and peace of mind.
• Benefit from a nationally recognized Training and Development program with a defined leadership path that integrates education, experiential learning, and mentorship.
• Experience independence and flexibility — with the freedom to live the life you want to live.
• Work for yourself alongside other driven, competitive, hardworking people who support you in being your best every day.

How will you build your business? You will…

• Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications.
• Establish impactful networks in the community and learn how to authentically build referral connections.
• Develop and maintain long-term client relationships (our average client relationship is over 40 years).
• Provide customized financial strategies and solutions through factfinding and holistic financial planning.
• Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning.
• Design your roadmap to leadership and specialized roles.
• Be rewarded.

Who do you need to be?

• Dependable, consistent, full of integrity and honesty.
• Excellent communicator and relationship builder.
• A driven, independent, self-motivated, and goal-oriented person.
• Growth minded, coachable with a strong desire for long-term success.

Who we are

• Unsurpassed Financial Strength and top financial ratings.
• Fortune’s 2021 World’s Most Admired Companies, #1 in our class.
• Ranked 97 on the 2022 Fortune 500 list.
• $400 million donated through the NM Foundation.
• 455,000 hours donated toward Children’s Cancer Research.
• Volunteer hours toward initiatives in the community; a culture that promotes diversity, teamwork, work/life balance, recognition and rewards.

At Northwestern Mutual we believe that everyone deserves to spend their lives living, and that a strong financial plan is the cornerstone for ensuring that reality. Financial security is not just for retirement but enables clients to spend their life living.

Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans noting that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need.

Recognized by Fortune as one of the World’s Most Admired companies, Northwestern Mutual has a long track record of financial success.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Location and compensation details vary by market. This listing includes positions in Cincinnati, OH and surrounding areas with typical ranges shown in related postings.

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