What are the responsibilities and job description for the Financial Advisor - Career Changers Welcomed! (Training Provided) position at Northwestern Mutual?
Northwestern Mutual is dedicated to helping individuals achieve financial clarity with personalized, long-term planning focusing on their unique needs and goals. With $265 billion in assets under management and over $1.8 trillion in life insurance protection, we have been helping over 4.5 million clients with solutions like life, disability income, and long-term care insurance, alongside investment and wealth management services. Our strength lies in our diverse and nationwide field force of financial advisors, backed by corporate offices in Milwaukee and New York. We pride ourselves on fostering growth and inclusivity in shaping the future of financial security.
Role Description
This is a full-time hybrid role as a Financial Representative based in Columbus, OH, with the flexibility to work remotely as needed. As a Financial Representative, you will help clients create comprehensive financial plans tailored to their goals. Responsibilities include educating clients on financial planning strategies, providing advice on investments, insurance, and retirement planning, and ensuring financial strategies align with client objectives. The role involves building lasting relationships with clients and staying updated on financial industry changes.
Qualifications
- Strong financial knowledge, including Financial Planning, Retirement Planning, and Investments
- Intermediate understanding of Insurance and Finance concepts
- Excellent interpersonal and communication skills for building client relationships
- Problem-solving abilities and a client-focused mindset
- Previous experience in sales or customer-focused roles is a plus
- Relevant certifications or licensing (e.g., Life and Health Insurance License, Series 7 or 63) are beneficial
- Bachelor’s degree in Finance, Business, Economics, or a related field is preferred