Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Jackson, TN
Entry LevelOn-siteJackson, TN$50k–$80k/yr
Skills
financial planninginsurance strategiesinvestment strategiesretirement planningestate planningbusiness planningeducation fundingemployee benefitssalesbusiness developmentlicensing/credentialingethics
Job Description
Summary: Northwestern Mutual is a longstanding company dedicated to helping families and businesses achieve financial security. Financial Advisors at Northwestern Mutual develop and implement financial plans to guide clients towards their financial goals while maintaining autonomy in building their own practice.
Responsibilities:
- Help clients reach their goals by developing and implementing financial plans
- Bring together the right insurance and investment strategies for clients
- Guide clients every step of the way in their financial planning journey
- Strive to understand clients' goals and visions to develop holistic financial solutions
- Provide guidance on basic financial literacy to help clients achieve long-term financial security
- Maintain autonomy and flexibility to build their own practice while receiving support from the firm's network of financial specialists
- Participate in fully paid training and educational programs, and mentoring opportunities
Required Qualifications:
- Strong self-motivation
- Interpersonal and communication skills
- High standard of ethics
- Interest in business or finance
Preferred Qualifications:
- BA or BS degree from a four-year institution
- Accomplished communicator with strong verbal and written skills
- Prior sales and/or business experience
Required Skills: Financial planning, Insurance strategies, Investment strategies, Retirement planning, Estate planning, Business planning, Education funding, Employee benefits, Sales, Business development, Licensing/Credentialing, Ethics
Benefits: 401(k), Dental insurance, Flexible schedule, Health insurance, Health savings account, Life insurance, Parental leave, Professional development assistance, Referral program, Retirement plan, Vision insurance
Benefits
401(k)
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance