Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Charlotte, NC
Entry LevelOn-siteCharlotte, NC$61k–$250k/yr
Skills
life/accident & health certificationssecurities industry essentials (sie)series 6bachelor’s degreeentrepreneurial ambitionscommunicatordriverelationship-buildingtime-management skills
Job Description
Summary: Northwestern Mutual is a leading financial services company with over 165 years of experience in financial planning. They are seeking a Financial Advisor to help clients achieve their financial goals through personalized financial plans and strong client relationships.
Responsibilities:
- Grow your client base by making new connections, maintaining a strong referral networks, 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
Required Qualifications:
- 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
- Obtain Life/Accident & Health Certifications
- Obtain Securities Industry Essentials (SIE)
- Obtain Series 6, 7, and 63 licenses
Required Skills: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), Series 6
Important Skills: Bachelor’s degree
Nice-to-Have Skills: Entrepreneurial ambitions, communicator, drive, Relationship-building, Time-management skills
Benefits: Additional income structure to support training and early development, Renewal income earned for continued client support and policy management, Bonus programs and expense allowances, Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, Certified Financial Planner® licensing support, Fully company-funded retirement package and pension plan, Competitive and comprehensive medical, vision, and dental plans, Life Insurance and Disability Income Insurance, Parental benefits at every stage of family planning
Benefits
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
Certified Financial Planner® licensing support
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning