Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Bethesda, MD
Entry LevelOn-siteBethesda, MD$70k–$200k/yr
Skills
entrepreneurshipsalesfinancial planningbusiness ownershipinsurance licensingsie certificationseries 6 certificationseries 7 certificationseries 63 certificationcertified financial planner (cfp)investment advisory servicesgoal orientation
Job Description
Summary: Northwestern Mutual is a renowned company that has been helping clients with innovative financial planning for over 165 years. They are seeking a Financial Advisor to lead their own entrepreneurial path, educate clients on financial strategies, and build meaningful connections in the community.
Responsibilities:
- Receiving personalized coaching and resources to excel in entrepreneurship, finance, sales, and management within our industry
- Building and nurturing meaningful connections in the community to foster strong referral networks and grow your business
- Cultivating long-term relationships with clients by providing them with tailored financial strategies and holistic planning solutions, all while owning your business
- Continuously enhancing your skill set through ongoing professional development and collaborative experiences, ensuring your success as a business owner
Required Qualifications:
- 4-year degree or equivalent professional work 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
Required Skills: Entrepreneurship, Sales, Financial Planning, Business Ownership, Insurance Licensing, SIE Certification, Series 6 Certification, Series 7 Certification, Series 63 Certification, Certified Financial Planner (CFP), Investment Advisory Services, Goal Orientation
Benefits: 401(k), 401(k) matching, Dental insurance, Flexible schedule, Health insurance, Health savings account, Life insurance, Paid time off, Parental leave, Retirement plan, Vision insurance
Benefits
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Retirement plan
Vision insurance