Financial Advisor at Northwestern Mutual in Oswego, NY

Summary: Northwestern Mutual is a company that offers a unique opportunity to become a financial advisor, allowing individuals to help clients achieve their financial goals through planning. The role involves building client relationships, creating personalized financial plans, and managing those plans to support clients throughout their lives. 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 - Obtain Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63 licenses Required Skills: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), Series 6 License, Series 7 License, Series 63 License, Certified Financial Planner (CFP), Relationship-building Benefits: Additional income structure to support training and early development, Renewal income earned for continued client support and policy management, Bonus programs and expense allowances, Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, Certified Financial Planner® licensing support2, 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 #LI-Onsite