Seattle Financial Advisor: Build Your Practice & Impact

Northwestern Mutual; Seattle (WA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Medical and dental coverage

Retirement plan

Life and disability insurance

Job summary

Northwestern Mutual in Seattle seeks an in-person, full-time Financial Representative to build lasting client relationships and guide clients toward their financial goals with comprehensive planning.

You’ll benefit from award-winning training, mentorship, and licensing programs to grow your personal business within the Northwestern Mutual framework, with opportunities for growth and uncapped income potential.

Qualifications

• 4-year degree or equivalent professional work experience.
• Willing to obtain Seattle Life, Accident & Health license within 30 days (paid for by company).
• Willing to complete Securities Industry Essentials (SIE) exam within 60 days (paid for by company).
• Willing to obtain securities license; Series 6 or 7 and Series 63 within 90 days (paid for by company).
• Legal authorization to work in the US without sponsorship.
• Ability to be in the office to attend in-person meetings weekly.
• History of success in relationship-building or client-facing roles.

Responsibilities

• Build a client base by growing relationships with your network.
• Educate beyond training through sponsored licensing and knowledge of Northwestern Mutual financial products and market trends with support from our Training and Development Team.
• Influence and present clients with an integrated financial plan (insurance and investments) with expert perspectives and recommendations with support from our Financial Planning Team.
• Within 1 month, attend and graduate from the 16-day Financial Planning Academy and launch your business plan with marketing support.
• Within 3-6 months, build your clientele and pass required licensing exams.

Skills

Relationship-building

Sales experience

Interpersonal communication

Ethics

Education

4-year degree or equivalent experience

Job description

Northwestern Mutual in Seattle seeks an in-person, full-time Financial Representative to build lasting client relationships and guide clients toward their financial goals with comprehensive planning.

You’ll benefit from award-winning training, mentorship, and licensing programs to grow your personal business within the Northwestern Mutual framework, with opportunities for growth and uncapped income potential.