Entry-Level Financial Advisor

Job Description

Job Description

Begin your journey as an Entry-Level Financial Advisor with us at Northwestern Mutual, where you'll empower individuals and families to achieve their financial goals. You'll be part of a team that values collaboration and growth, providing you with the tools and support to succeed. As you develop meaningful relationships with clients, you'll offer personalized financial strategies that make a difference in their lives. Our commitment to your professional development means you'll receive ongoing training, mentorship, and opportunities to advance your career.

Compensation :

$65,000 - $90,000 yearly

Responsibilities :

• Engage with clients to understand their financial goals and aspirations, ensuring personalized advice that aligns with their needs.
• Develop and maintain strong relationships with clients, fostering trust and long-term partnerships.
• Analyze financial data and market trends to provide clients with informed and strategic financial recommendations.
• Collaborate with team members to share insights and strategies, enhancing the overall client experience.
• Utilize company resources and tools to create comprehensive financial plans tailored to each client's unique situation.
• Stay informed about industry developments and regulatory changes to ensure compliance and offer up-to-date advice.
• Conduct regular reviews of client portfolios to assess performance and make necessary adjustments to meet evolving goals.

Qualifications :

About Company

Northwestern Mutual’s mission is to free Americans from financial anxiety by helping them achieve financial security through comprehensive planning, wealth management, and insurance. As a mutual company without shareholders, its core values focus on long-term, policyowner-driven growth, building trust through transparency, and creating a positive impact on communities and the environment.

Mission and Vision