Junior Financial Advisor - Training, Licensing & Mentorship

Northwestern Mutual; Charlotte (NC); Sur place; USD 80 000 - 120 000; Plein temps

Avantages offerts par ce poste

Industry-leading training

Licensing support

Mentorship from top advisors

Leadership growth path

Full benefits package

Résumé du poste

Northwestern Mutual is hiring in our Ballantyne office to launch a professional career helping individuals and families build financial security. No prior financial industry experience required — we provide award-winning training, mentorship, and licensing support.

You will meet with clients to understand goals, build personalized financial plans, and recommend insurance or investment strategies. You’ll grow long-term relationships and build your own book of business in a structured

Qualifications

• No prior financial industry experience required; training and licensing support provided.
• Bachelor's degree preferred but not required.
• Backgrounds in sales, athletics, leadership, military, hospitality are welcome.
• Willing to meet with clients and build long-term relationships.

Responsabilités

• Meet with clients to understand goals.
• Build personalized financial plans.
• Recommend insurance / investment strategies.
• Grow long-term client relationships.
• Build your own book of business.

Connaissances

Client meetings

Financial planning

Sales

Relationship building

Mentorship readiness

Formation

Bachelor's degree (preferred)

Description du poste

Northwestern Mutual is hiring in our Ballantyne office to launch a professional career helping individuals and families build financial security. No prior financial industry experience required — we provide award-winning training, mentorship, and licensing support.

You will meet with clients to understand goals, build personalized financial plans, and recommend insurance or investment strategies. You’ll grow long-term relationships and build your own book of business in a structured