Financial Advisor ( training provided, career changers encouraged

Northwestern Mutual

Creve Coeur (MO)

Hybrid

USD 50,000 - 90,000

Full time

14 days+

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Job summary

An established industry player is seeking a motivated Financial Advisor to join their team. This exciting full-time hybrid role offers the chance to provide valuable financial and retirement planning services to clients, helping them achieve their financial goals. With a strong commitment to diversity and growth, this innovative firm provides training and support for career changers, making it a fantastic opportunity for those looking to enter the finance sector. If you are passionate about helping others secure their financial future and eager to learn, this position is perfect for you.

Qualifications

  • Strong skills in financial and retirement planning are essential.
  • Ability to build and maintain client relationships is crucial.

Responsibilities

  • Provide financial planning and investment advice to clients.
  • Assist clients with retirement planning and financial advisory services.

Skills

Financial Planning
Retirement Planning
Finance and Investments
Analytical Skills
Problem-Solving Skills
Client Relationship Management

Education

Bachelor's degree in Finance
Bachelor's degree in Economics
Certified Financial Planner (CFP)

Job description

Financial Advisor (Training Provided, Career Changers Encouraged)

3 days ago Be among the first 25 applicants

Company Description

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through personalized insurance and investment solutions. With over $265.0 billion in assets under management and a focus on diversity and growth, we're committed to shaping the future of financial security. As a hybrid company, we offer opportunities for remote work in addition to our office in Creve Coeur, MO.

Role Description

This is a full-time hybrid role for a Financial Advisor at Northwestern Mutual. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients. This role will be based in Creve Coeur, MO with the opportunity for some work from home.

Qualifications
  • Financial Planning and Retirement Planning skills
  • Experience in Finance and Investments
  • Strong Financial Advisory abilities
  • Excellent analytical and problem-solving skills
  • Ability to build and maintain client relationships
  • Series 7 and 66 or ability to obtain within a specified timeframe
  • Bachelor's degree in Finance, Economics, or related field
  • Certified Financial Planner (CFP) designation is a plus
Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales

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