Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Fredericksburg, VA
Entry LevelOn-siteFredericksburg, VA$137k–$250k/yr
Skills
life/accident & health certificationssecurities industry essentials (sie)series 6bachelor’s degreeentrepreneurial ambitionscommunicatordriverelationship-buildingtime-managementcontinuous learning
Job Description
Summary: Northwestern Mutual is offering a unique opportunity for individuals to become financial advisors, allowing them to help clients achieve their financial goals through comprehensive planning. This role involves building a client base, creating personalized financial plans, 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
- 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
Important Skills: Bachelor’s degree
Nice-to-Have Skills: Entrepreneurial ambitions, communicator, drive, Relationship-building, Time-management, Continuous learning
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