Remote Junior Financial Advisor - Flexible Growth

Cohen District - Northwestern Mutual; Summerville (SC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Retirement

Dental insurance

Flexible schedule

Training & development

Vision insurance

Company parties

Opportunity for advancement

Job summary

Cohen District - Northwestern Mutual in Summerville, SC is seeking a Financial Advisor to help individuals and families achieve long-term financial security through personalized planning. You will build lasting client relationships, assess goals, and design tailored insurance, investment, and retirement solutions.

You will collaborate with a dedicated planning team, pursue licenses with sponsorship, and enjoy flexible scheduling, professional development, and a pathway to advancement within

Qualifications

• Bachelor's degree preferred
• Experience in financial services or business development beneficial but not required
• Strong interpersonal and communication skills
• Licenses such as Series 6/63 and state insurance licenses required or sponsorship available

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor plans and provide regular updates, adjusting strategies as needed.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust building

Education

Bachelor's degree

Tools

Series 6

Series 63

State insurance licenses

Job description

Cohen District - Northwestern Mutual in Summerville, SC is seeking a Financial Advisor to help individuals and families achieve long-term financial security through personalized planning. You will build lasting client relationships, assess goals, and design tailored insurance, investment, and retirement solutions.

You will collaborate with a dedicated planning team, pursue licenses with sponsorship, and enjoy flexible scheduling, professional development, and a pathway to advancement within