Junior Financial Advisor & Planning Specialist
Northwestern Mutual
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Benefits offered by this job
Job summary
Northwestern Mutual is seeking a Financial Representative to help individuals and businesses achieve financial goals through personalized insurance solutions and planning. You will build long-term client relationships and provide tailored financial solutions.
You will work with a dedicated planning team, receive mentorship, and have access to ongoing training and sponsorship for licenses. A flexible schedule supports career growth and community impact, while you guide clients through life
Qualifications
- Bachelor's degree preferred and relevant licenses pursued.
- Experience in financial services or business development beneficial.
- Licenses such as Series 6, 63 and state insurance licenses; sponsorship available.
Responsibilities
- Client Consultation: Engage with clients to understand financial goals and concerns.
- Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
- Ongoing Support: Monitor plans and adjust strategies as life changes.
- Networking: Build and maintain a client network through referrals and community involvement.
Skills
Education
Job description
Northwestern Mutual is seeking a Financial Representative to help individuals and businesses achieve financial goals through personalized insurance solutions and planning. You will build long-term client relationships and provide tailored financial solutions.
You will work with a dedicated planning team, receive mentorship, and have access to ongoing training and sponsorship for licenses. A flexible schedule supports career growth and community impact, while you guide clients through life
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