Financial Growth Advisor — Flexible Schedule & Bonuses

Northwestern Mutual; Jamison (PA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development

Income potential

Mentorship

Work-life balance

Community impact

Job summary

Northwestern Mutual in Jamison, PA seeks a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning.

You will build long-term client relationships, assess needs, and tailor financial strategies with support from a dedicated planning team and mentors. This role offers growth, sponsorship for licenses, and a flexible schedule.

Qualifications

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

Responsibilities

• Client Consultation: Engage with clients to understand financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• 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

Relationship building

Client consulting

Education

Bachelor's degree preferred

Job description

Northwestern Mutual in Jamison, PA seeks a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning.

You will build long-term client relationships, assess needs, and tailor financial strategies with support from a dedicated planning team and mentors. This role offers growth, sponsorship for licenses, and a flexible schedule.