Financial Advisor

Northwestern Mutual Jamison, PA $61,000 - $250,000

Full Time Entry Level

Posted 3 weeks ago

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About This Role

Start a financial advisory business, guiding clients through financial planning to help them achieve their goals. Focus on client acquisition, financial plan building, and ongoing management.

Responsibilities

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life

Requirements

Bachelor’s degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship

Qualifications

Bachelor’s degree

Benefits

Life Insurance

Parental benefits

Expenses allowances

Support for insurance licensing, Securities Industry Essentials (SIE), Series 6, Series 7, Series 63

Pension Plan

Vision plans

Disability Income Insurance

Certified Financial Planner (CFP) licensing support

Dental plans

Medical plans

Fully company-funded retirement package

Certifications

Certified Financial Planner (Required)

About Northwestern Mutual

Northwestern Mutual is 1 of the largest financial services companies in the country with a strong reputation including, AAA financial strength rating, $244 billion in Wealth Management, and #1 provider of Life Insurance.

Finance

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