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Financial Advisor - Extensive Training Provided
Northwestern Mutual
This job is no longer accepting applications
See open jobs at Northwestern Mutual.See open jobs similar to "Financial Advisor - Extensive Training Provided" This is CNY.Accounting & Finance
Posted on Jul 2, 2025
Company Description
Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through our personalized and holistic approach, which includes both insurance and investments, we assist our clients in making the most of their present and future. With over $265 billion in assets under management and $1.8 trillion in life insurance protection, we serve more than 4.5 million people. Trusted with more than $125 billion of client assets, we continue to support and grow our nationwide financial workforce, believing diversity strengthens our mission. Our home office is located in Milwaukee, WI.
Role Description
This is a full-time, on-site role located in Elm Grove, WI, for a Financial Advisor. The Financial Advisor will provide financial advice to clients, conduct financial planning, and create personalized financial plans. Daily tasks include understanding clients' financial goals, analyzing and recommending investments, retirement planning, and insurance solutions. The advisor will also assist in portfolio management and provide ongoing support to clients to help them achieve financial security.
Qualifications
- Financial Planning, Retirement Planning, and Financial Advisory skills
- Knowledge and experience in Finance and Investments
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively
- Strong analytical and decision-making abilities
- Experience and credentials in the financial services industry are a plus
- Bachelor’s degree in Finance, Economics, Business, or a related field
This job is no longer accepting applications
See open jobs at Northwestern Mutual.See open jobs similar to "Financial Advisor - Extensive Training Provided" This is CNY.