Financial Advisor at Northwestern Mutual in Germantown, WI

Summary: Northwestern Mutual is a Fortune 500 company that specializes in financial planning, helping clients live more and worry less through personalized solutions. As a Financial Representative, you will build a client base, educate clients on financial products, and manage client financial plans while offering guidance and support. Responsibilities: - Build —Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends - Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans - Influence — Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations - Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs Required Qualifications: - 4-year degree; or equivalent professional work experience - Entrepreneurial ambitions - History of success in relationship-building or client-facing roles - Excellent time-management skills - Desire for continuous learning and collaboration - Proficient critical thinking and communication competencies - Legal authorization to work in the US without sponsorship Required Skills: Financial Planning, Client Relationship Management, Investment Advisory Services Important Skills: Entrepreneurial Ambitions, Critical Thinking Nice-to-Have Skills: Desire for Learning, Time Management, Communication 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, SIE, Series 6, Series 63, CFP®, and more, NM-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