Licensed Financial Advisor — On-Site Winston-Salem, NC

Northwestern Mutual; Winston-Salem (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

Northwestern Mutual in Winston-Salem, NC is seeking a full-time Financial Advisor with licensing provided. You will meet with clients to assess goals, analyze finances, and craft tailored plans spanning retirement, investments, insurance, and wealth management.

You will conduct analyses, present recommendations, manage client portfolios, and build long-term relationships while staying current on market trends and regulatory standards, drawing on the company's training and resources.

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field preferred.
• Licensing or certification relevant to financial advising is beneficial; Northwestern Mutual provides licensing support.
• Strong communication and consultative skills.
• On-site role in Winston-Salem, NC with strong time management.

Responsibilities

• Meet with clients to assess financial goals and current situation.
• Create tailored plans covering retirement, investments, insurance, and wealth management.
• Conduct financial analyses and present recommendations.
• Manage client portfolios and follow up regularly to adjust plans.
• Build long-term client relationships and stay informed about market trends.

Skills

Financial planning

Investment analysis

Client relationships

Regulatory compliance

Sales experience

Licensing support

Education

Bachelor’s degree in finance or related field

Job description

Northwestern Mutual in Winston-Salem, NC is seeking a full-time Financial Advisor with licensing provided. You will meet with clients to assess goals, analyze finances, and craft tailored plans spanning retirement, investments, insurance, and wealth management.

You will conduct analyses, present recommendations, manage client portfolios, and build long-term relationships while staying current on market trends and regulatory standards, drawing on the company's training and resources.