Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Boise, ID
Entry LevelHybridBoise, ID$103k–$255k/yr
Skills
life/accident & health certificationssecurities industry essentials (sie)series 6 licenseseries 7 licenseseries 63 licensefinancial planningcertified financial planner (cfp)relationship-building
Job Description
Summary: Northwestern Mutual is a Fortune 100 company offering a unique opportunity to start a business as a financial advisor. The role involves helping clients achieve their financial goals through personalized financial planning and building a strong client base.
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
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 Certifications, Securities Industry Essentials (SIE), Series 6 license, Series 7 license, Series 63 license, Financial planning, Certified Financial Planner (CFP), Relationship-building
Benefits: 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
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