Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Milwaukee, WI
Entry LevelOn-siteMilwaukee, WI$61k–$119k/yr
Skills
financial services experiencelife/accident & health certificationssecurities industry essentials (sie)series 67 licenseseries 63 licensedriverelationship-building
Job Description
Summary: Northwestern Mutual is a company that offers a unique opportunity for individuals to become Financial Advisors, helping clients achieve their financial goals through comprehensive planning. The role involves building personalized financial plans, managing client relationships, and growing a client base while receiving extensive training and support.
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
- Financial services experience
- 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 motivation and drive
- Legal authorization to work in the US without sponsorship
Required Skills: Financial services experience, Life/Accident & Health Certifications, Securities Industry Essentials (SIE), Series 6, 7 license, Series 63 license, Drive, Relationship-building
Benefits: Growth opportunities in Leadership, Additional income structure to support training and early development, Certified Financial Planner® licensing support, 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
Growth opportunities in Leadership
Additional income structure to support training and early development
Certified Financial Planner® licensing support
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