Northwestern Mutual→
Financial Advisor at Northwestern Mutual in St Louis, MO
Entry LevelOn-siteSt Louis, MO$70k–$200k/yr
Skills
financial planningasset protectionincome protectioneducation fundinginvestment advisory servicestrust servicesretirement solutionsbusiness needs analysissalesclient relationship buildinginsurance licensingsieseries 6series 63certified financial planner (cfp)
Job Description
Summary: Northwestern Mutual is a financial services company that helps clients live more and worry less through personalized financial planning. As a Financial Advisor, you will build a clientele, educate clients about financial planning options, and influence them to take action while managing your own business.
Responsibilities:
- Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends
- Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options
- Influence— Present clients with the opportunity to protect and prosper, you will drive clients to action through honest 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 optimum advice for your clients’ needs. You are in business for yourself but not by yourself!
Required Qualifications:
- 4-year degree; or equivalent professional work experience
- Prior sales and/or business experience
- Entrepreneurial ambitions
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
- Must be located in Greater St. Louis Area or planning to move here imminently
Required Skills: Financial Planning, Asset Protection, Income Protection, Education Funding, Investment Advisory Services, Trust Services, Retirement Solutions, Business Needs Analysis, Sales, Client Relationship Building, Insurance Licensing, SIE, Series 6, Series 63, Certified Financial Planner (CFP)
Benefits: Commission structure to support early development, Renewable income, Bonus programs and expense allowances, Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more, Retirement Package and Pension Plan, Medical, Dental, Vision, Life Insurance and Disability Income Insurance, Family Planning
Benefits
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning