What are the responsibilities and job description for the Financial Advisor position at Northwestern Mutual?
Role Description
After surviving a stroke, I have found purpose and fulfillment in helping clients prepare to retire and enjoy their own lives while protecting their family. Now, I'm looking to continue and pass that purpose and fulfillment on as we build a team of Financial Advisors. This is a full-time hybrid role for a Financial Advisor located in Milwaukee, WI, with some work-from-home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning services, including retirement planning, investment management, and financial advisory. On a day-to-day basis, the role involves meeting with clients to develop tailored financial plans, and offering advice on financial products and strategies to help clients achieve their financial goals.
Qualifications
- Strong morals and ethics
- Excellent communication and relationship-building skills
- Proven ability to work independently and as part of a team
- Bachelor's degree preferred
- Strong desire to positively impact others
Company Description
Northwestern Mutual has been dedicated to helping families and businesses achieve financial security for over 160 years. With a personalized and holistic approach, we offer a range of services including insurance and investments to help clients make the most of life. Our advisors, supported by leading insights, technology, and digital-first experiences, are committed to guiding clients towards financial success. Managing over $265 billion in assets and trusted by more than 4.5 million people, we provide life, disability income, and long-term care insurance, annuities, brokerage services, and wealth management solutions. Our headquarters is in Milwaukee, WI, and we champion diversity and growth in our financial workforce nationwide.