Hybrid Entry-Level Financial Advisor: Training & Growth

P&W Financial Group - Northwestern Mutual; Jackson (MS); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Company parties

Job summary

P&W Financial Group - Northwestern Mutual in Mississippi is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning.

You will build long-term client relationships, pursue licenses (Series 6, 63, and state insurance) with sponsorship, and collaborate with a mentoring team in a hybrid office setting.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Strong interpersonal and communication skills.
• Analytical thinking with ability to build trust and rapport with clients.

Responsibilities

• Client consultation to understand financial goals and needs.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend insurance solutions and monitor client plans over time.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's degree in finance or business

Job description

P&W Financial Group - Northwestern Mutual in Mississippi is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning.

You will build long-term client relationships, pursue licenses (Series 6, 63, and state insurance) with sponsorship, and collaborate with a mentoring team in a hybrid office setting.