Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.
If you have great communication skills and an eye for detail, apply today!
This is in-office only and requires daily travel to the office. Please only apply if you are local to Frederick, MD.
Compensation : $80,000 yearly
$80,000 yearly
Responsibilities :
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Provide knowledge to clients about insurance to protect them and their families
Qualifications :
- Though not required, a valid FINRA Series 7 & 63 / 66 license is considered a plus
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- THIS IS AN IN-OFFICE POSITION ONLY - CANDIDATES MUST BE AUTHORIZED TO WORK IN THE U.S. AND MUST BE WITHIN 35 MILES OF THE OFFICE TO BE CONSIDERED FOR THIS POSITION.
About Company
Northwestern Mutual is here for what’s most important helping families and businesses achieve financial security for over 160 years.
For our clients we offer a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come.
We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve clients.
Recent Awards and Accolades :
- FORTUNE® 97 (FORTUNE® 500, 2017)
- FORTUNE® WORLD'S MOST ADMIRED COMPANIES (2022)
- FORBES BEST EMPLOYERS FOR WOMEN (2022)
- FORBES BEST EMPLOYERS FOR DIVERSITY (2022)
- TOP 125 TRAINING PROGRAM
Financial Advisor
Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and pr...
Financial Advisor (No Prospecting + Elite Training)
A seasoned Financial Advisor ready to take the lead in managing client relationships and financial strategies. Are you ready to be part of a team where fun meets functionality, and productivity thrives? At Elite Income Advisors, we're not just a financial services firm; we're a dynamic force in the ...
Financial Advisor/Representative (Frederick MD and surrounding counties only)
We are seeking ambitious and driven sales professionals to help clients identify their financial needs and provide them with solutions to reach their financial goals. As a Financial Representative, you’ll be satisfied knowing that you are building your own practice by helping their clients protect a...
Financial Advisor/Representative (Frederick MD and surrounding counties only)
We are seeking ambitious and driven sales professionals to help clients identify their financial needs and provide them with solutions to reach their financial goals. As a Financial Representative, you’ll be satisfied knowing that you are building your own practice by helping their clients protect a...
Merrill Financial Solutions Advisor - Greater Maryland Market
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life ...
Entry-Level Financial Advisor
Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations. Entry-Level Financial Advisor( Frederick and surrounding counties only applicants). Financial Representative//Financial Services Professional. F...
Merrill Financial Solutions Advisor - Greater Maryland Market
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life ...
Financial Advisor
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary. Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individua...
Financial Advisor - Frederick, MD
Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals....
Financial Solutions Advisor Registration Candidate - Consumer Investments - Urbana Financial Center
Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, ...