Financial Advisor at Northwestern Mutual in Baltimore, MD

Summary: Northwestern Mutual is a Fortune 500 company that has been aiding individuals and businesses in financial planning for over 165 years. They are seeking full-time Financial Advisors to develop client practices and provide comprehensive financial planning services across various life stages. Responsibilities: - Prospecting, networking, and developing a pipeline of prospective clients through referrals, community engagement, and outreach - Conducting discovery meetings, building personalized financial plans, and implementing solutions aligned to clients’ goals - Managing ongoing client relationships and servicing policies and portfolios over time - Completing licensing and continuing education requirements and maintaining accurate records and compliance standards - Working with office specialists and mentors to coordinate client solutions and grow your business Required Qualifications: - Complete required licensing and continuing education requirements - Maintain accurate records and compliance standards - Develop a client practice and guide clients through planning conversations - Prospecting, networking, and developing a pipeline of prospective clients - Conducting discovery meetings and building personalized financial plans - Managing ongoing client relationships and servicing policies and portfolios - Work with office specialists and mentors to coordinate client solutions - Demonstrated client-facing experience (sales, financial services, mortgage, real estate, insurance, business development, education, or related fields) - Entrepreneurial, self-motivated individuals who seek autonomy - Strong communicators who are coachable, results-oriented, and committed to a client-first approach - Legally authorized to work in the U.S Preferred Qualifications: - Bachelor's degree preferred but not required with significant relevant experience - Support toward CFP® certification is available for qualified advisors Required Skills: Securities Industry Essentials (SIE), Series 6 license, Series 7 license, Series 63 license, Life & Health insurance license, Certified Financial Planner (CFP) certification, Financial planning, Investment advisory services, Annuities, Trust services, Business planning, Client prospecting, Client relationship management, Coachability, Results orientation Benefits: Comprehensive medical, dental, and vision plans., Life insurance and disability income coverage., Retirement benefits including 401(k) and company retirement/pension provisions., Parental benefits and paid time off., Sponsorship and financial support for licensing and credentialing, ongoing professional development, and business expense allowances during early development., Leadership development and advancement opportunities; hybrid work model once training and onboarding milestones are met.