Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Philadelphia, PA
Entry LevelHybridPhiladelphia, PA$61k–$250k/yr
Skills
life/accident & health insurance licensingsecurities industry essentials (sie)series 6 licenseseries 7 licenseseries 63 licensefinancial planningcertified financial planner (cfp) certificationrelationship-building
Job Description
Summary: Northwestern Mutual is a company that provides financial planning services, and they are seeking a Financial Advisor to help clients achieve their financial goals. The role involves building personalized financial plans, growing a client base, and managing client relationships throughout various life stages.
Responsibilities:
- Grow your client base by making new connections, maintaining a strong referral network, 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
Required Skills: Life/Accident & Health Insurance Licensing, Securities Industry Essentials (SIE), Series 6 License, Series 7 License, Series 63 License, Financial Planning, Certified Financial Planner (CFP) Certification, Relationship-building
Benefits: Performance-based earnings and revenue, 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
Performance-based earnings and revenue
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