Northwestern Mutual→
Financial Advisor at Northwestern Mutual in York, PA
Entry LevelHybridFull-timeYork, PA$70k–$250k/yr
Skills
financial planningclient relationship buildingentrepreneurial ambitionscritical thinkingcommunication skillstime managementcontinuous learning
Job Description
Summary: Northwestern Mutual is a Fortune 500 company that has been helping clients with financial planning for over 165 years. They are seeking a Financial Advisor to build a client base, educate clients on financial products, and manage financial plans, with a focus on entrepreneurial development and personalized financial solutions.
Responsibilities:
- Build —Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends
- Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development
- Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans
- Influence — Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations
- Own —Take ownership of development and management of the business as you master your craft and build a team
- Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs
Required Qualifications:
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and collaboration
- Proficient critical thinking and communication competencies
- Legal authorization to work in the US without sponsorship
Required Skills: Financial Planning, Client Relationship Building
Important Skills: Entrepreneurial Ambitions, Critical Thinking
Nice-to-Have Skills: Communication Skills, Time Management, Continuous Learning
Benefits: Renewal income earned for continued client support and policy management, Bonus programs and expense allowances, Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more, NM-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
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
NM-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