Financial Advisor - Wellesley, MA - Training Provided

Northwestern Mutual; Wellesley (MA); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Pension plan

Licensing sponsorship

Job summary

Northwestern Mutual in Wellesley Hills, MA is seeking a Financial Advisor to begin a career in financial services, including recent graduates as well as experienced candidates and career-changers. You will grow your client base by networking and referrals, and build personalized, holistic financial plans tailored to each client’s goals.

You will manage client relationships and coordinate with internal teams to deliver customized solutions.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Experience in a client/customer-facing role (sales, client/investor relations, customer service, etc.).
• Excellent communication and interpersonal skills.
• Interest in the Financial Services sector with open doors for recent graduates.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Business Development: establishing relationships with new clients through leads, referrals, and calls.
• Meeting with clients to discuss financial planning, including investment management and insurance.
• Coordinating with internal office teams to deliver customized financial plans and develop solutions.
• Maintain day-to-day client relationship management and financial advisory.

Skills

Excellent communication

Interpersonal skills

Client-facing

Education

Bachelor’s degree or equivalent work experience

Job description

Northwestern Mutual seeks a Financial Advisor to join our Wellesley Hills office. This is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers.

As a Financial Advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them throughevery stage of life

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities include:

Business Development: establishing relationships with new clients through leads, referrals, and calls

Meeting with clients to discuss financial planning, including investment management and insurance

Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals. Additionally responsible for day-to-day client relationship management and financial advisory.

Qualifications:

• Bachelor’s degree or equivalent work experience
• Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.)
• Excellent communication and interpersonal skills
• Interest in the Financial Services sector - Prior financial services experience is *not* required, and recent graduates are also invited to apply.
• Legal authorization to work in the US without sponsorship

Training and Development:

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first‑hand experience.

• Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential.

This position starts out as onsite at our Wellesley, MA offices, Monday - Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the Boston-metro area prior to start.

Compensation:

• Performance-based earnings and revenue
• Additional income structure to support training and early development
• Support for insurance licensing, Securities Industry Essentials®, Series 6, SIE, Series 63, and more
• Fully company-funded retirement package and pension plan

Benefits: Medical, dental, vision, and pension plan.

About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 165 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $335 billion in client assets under management and $38 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.