What are the responsibilities and job description for the Aspiring Financial Advisor Program (Licensing & Training Provided) position at Northwestern Mutual?
About Us:
For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!
Wealth & Investment Management:
- Advisory Services
- Brokerage Services
- Private Wealth Management
Financial Planning:
- Retirement Planning
- Estate Planning
- Business Planning
Insurance Products:
- Life Insurance
- Disability & Long-term Care Insurance
- Annuities
Why join Northwestern Mutual:
- $404 billion in Wealth & Investment Management
- No. 109 Fortune 500 ranking
- Revenue: $41 billion
- Total Clients: 5.2 million
- Top 10 US Independent Broker-Dealer
- $9.2 billion total dividend payout
- $399 billion total company assets
- Moody's Aa1 Rating
- AM Best Company A Rating
- Fitch AAA Rating
- S&P AA Rating
- 5.2 million total clients
- $42.3 billion in Annuities
- $2.5 trillion in Risk Management
- $225 million in Venture Investments
- $520 million in donation to nonprofits
Responsibilities:
- Engage with clients to provide tailored financial planning services, including retirement planning, investment strategies, and financial advisory support.
- Conduct client consultations, analyzing financial needs, executing financial strategies, and offering informed guidance to help clients achieve their long-term financial goals.
- Building lasting client relationships and maintaining up-to-date knowledge of financial markets are key aspects of this role.
- Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
- Manage your client’s financial plans to help them achieve their goals
- Grow relationships with clients to support them through every stage of life
Qualifications:
- B.A/B.S. degree preferred
- Excellent communication skills
- Proven track-record of influencing
- Ability to effectively network
Salary : $72,000 - $116,000