Financial Advisor & Wealth Planner

Hlubek District - Northwestern Mutual; Macomb (IL); On-site; USD 45,000 - 75,000; 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 in Quincy, IL is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive financial planning.

You will build long-term client relationships, understand unique needs, and provide tailored financial strategies including investments, insurance, and retirement planning. A bachelor’s degree is preferred, and licensing sponsorship is available.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development is beneficial but not required.
• Licenses such as Series 6, 63 and state insurance licenses (training and sponsorship available).

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication

Analytical thinking

Client relationship

Education

Bachelor's degree

Job description

Northwestern Mutual in Quincy, IL is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive financial planning.

You will build long-term client relationships, understand unique needs, and provide tailored financial strategies including investments, insurance, and retirement planning. A bachelor’s degree is preferred, and licensing sponsorship is available.