Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Ann Arbor, MI
Entry LevelOn-siteAnn Arbor, MI$104k–$513k/yr
Skills
financial planninginvestment strategiesportfolio performance reviewfinancial products knowledgelicensingcredentialing
Job Description
Summary: Northwestern Mutual is a Fortune 100 company based in Ann Arbor, MI, looking to train top talents to join their team as Financial Advisors. In this role, you will provide comprehensive financial planning and develop trusting relationships with clients throughout the sales cycle.
Responsibilities:
- Advise clients on financial planning and investment strategies
- Assess clients' short, mid, and long-term goals to prepare presentations that recommend various financial products to achieve said goals
- Review and communicate portfolio performances
- Network and build relationships with new and existing client base
- Attend training and development meetings
Required Qualifications:
- Advise clients on financial planning and investment strategies
- Assess clients' short, mid, and long-term goals to prepare presentations that recommend various financial products to achieve said goals
- Review and communicate portfolio performances
- Network and build relationships with new and existing client base
- Attend training and development meetings
Preferred Qualifications:
- Bachelor's degree from a four-year institution
- A self-starter and highly motivated
- A personal history of success
- Strong interpersonal skills
Required Skills: Financial planning, Investment strategies, Portfolio performance review, Financial products knowledge, Licensing, credentialing
Benefits: Highly competitive benefits package including medical and retirement.
Benefits
Highly competitive benefits package including medical and retirement.