Companies you'll love to work for
Search Central New York jobs and find the career you were made for
Financial Advisor (Training & Development Provided)
Northwestern Mutual
This job is no longer accepting applications
See open jobs at Northwestern Mutual.See open jobs similar to "Financial Advisor (Training & Development Provided)" This is CNY.Accounting & Finance
Wellesley, MA, USA
Posted on Jul 2, 2025
About Northwestern Mutual:
Northwestern Mutual has been helping clients achieve financial security for over 160 years. As a Fortune 100 company, we offer a comprehensive range of financial services, including insurance, investment products, and personalized financial planning. Our mission is to guide our clients on their financial journey by providing expert advice and tailored solutions.
Job Description:
As a Financial Representative at Northwestern Mutual, you will play a vital role in helping clients achieve their financial goals. You will work closely with individuals and businesses to provide expert guidance on financial planning, insurance solutions, and investment strategies. This position offers the opportunity to build lasting relationships with clients and empower them to make informed financial decisions.
Key Responsibilities:
- Develop personalized financial plans tailored to clients' needs and objectives.
- Provide expert advice on risk management, wealth accumulation, and retirement planning.
- Offer solutions including life, disability income, and long-term care insurance.
- Utilize Northwestern Mutual’s financial planning tools to analyze clients' financial situations.
- Maintain and grow a portfolio of clients through networking, referrals, and community engagement.
- Stay updated on industry trends, products, and services to provide clients with the best possible solutions.
- Collaborate with other professionals within the company to offer comprehensive financial planning services.
Qualifications:
- Strong interpersonal and communication skills.
- Ability to build and maintain client relationships.
- Self-motivated with a passion for helping others achieve financial security.
- Willingness to obtain necessary licenses and certifications.
Benefits:
- Comprehensive training and professional development program along with 1 on 1 training with an experienced advisor.
- Competitive compensation package with performance-based incentives.
- Access to industry-leading financial planning tools and resources.
- Opportunities for advancement and career growth within the company.
- Supportive and collaborative work environment.
This job is no longer accepting applications
See open jobs at Northwestern Mutual.See open jobs similar to "Financial Advisor (Training & Development Provided)" This is CNY.