Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Wellesley Hills, MA
Entry LevelOn-siteWellesley Hills, MA$61k–$250k/yr
Skills
life/accident & health certificationssecurities industry essentials (sie)series 6bachelor’s degreecommunicatorentrepreneurial ambitionstime-management skillsproficient critical thinking skillsdesire for continuous learninghistory of success in relationship-buildingsense of motivation
Job Description
Summary: Northwestern Mutual is a leading financial services company, and they are seeking Financial Advisors to help clients achieve their financial goals through comprehensive planning. The role involves building a client base, creating personalized financial plans, and managing client relationships throughout different 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
- 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
Important Skills: Bachelor’s degree
Nice-to-Have Skills: communicator, Entrepreneurial ambitions, time-management skills, Proficient critical thinking skills, Desire for continuous learning, History of success in relationship-building, sense of motivation
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