Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Ann Arbor, MI
Entry LevelOn-siteAnn Arbor, MI$104k–$453k/yr
Skills
financial planninginvestment strategiesportfolio performance reviewwealth managementinsurancesales
Job Description
Summary: Northwestern Mutual is a Fortune 100 company looking to train top talents to join their Financial Representative team. As a Financial Advisor, you will provide comprehensive financial planning to clients and develop genuine relationships throughout the sales cycle.
Responsibilities:
- Advise clients on financial planning and investment strategies
- Assess clients' short, mid, and long-term goals to prepare presentations that recommend various financial products to achieve said goals
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
- Prospect with clients to build a strong book of business
- Attend training and development meetings to expand financial knowledge
Required Qualifications:
- Advise clients on financial planning and investment strategies
- Assess clients' short, mid, and long-term goals to prepare presentations that recommend various financial products to achieve said goals
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
- Prospect with clients to build a strong book of business
- Attend training and development meetings to expand financial knowledge
- Self-motivated
- Disciplined
- Very strong interpersonal skills
- Established personal network
- Knowledgeable in finance and/or willing to learn finance
Preferred Qualifications:
- Bachelor's degree from a four-year institution (strongly preferred)
- A self-starter and highly motivated
- A personal history of success
- Strong interpersonal skills
- Background in sales, finance, or entrepreneurship is preferred, including but not limited to: Wealth management and/or insurance, Executive leadership, Community influencers, Former athletes, Military background
Required Skills: Financial planning, Investment strategies, Portfolio performance review, Wealth management, Insurance, Sales
Benefits: Training stipend and training allowance program, Sponsorship of licensing/credentialing, Highly competitive benefits package including medical, retirement, and pension.
Benefits
Training stipend and training allowance program
Sponsorship of licensing/credentialing
Highly competitive benefits package including medical, retirement, and pension.