Posted 2 months ago
Description
We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Responsibilities
PERFORMANCE AND PRODUCTIVITY
- Find and qualify prospects, gain referrals or introductions to them
- Focus on setting appointments
- Introduce yourself and your work
- Connect and learn what is most important to them
- Create a financial plan with recommendations to help them achieve their goals
- Gain commitment to take action
- Maintain a lifetime relationship
- A high-quality training program to help you get started
- Mentorship and professional development training throughout your entire career
- Leading industry products and solutions built on an integrated technology platform
- Financial support for professional designations and certifications, Series 6, 63, and 7, boosting your career from Financial Representative to Financial Advisor
- The opportunity to design your roadmap to leadership and specialized roles
- A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
- A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results
A CAREER WITH ENDLESS OPPORTUNITIES
This career is primarily commission-based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career.
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
- Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
- Customize financial plans for each client based on potential life changes and changing financial needs
Qualifications
- Enterprising ambitions
- Strong interpersonal skills
- Self-motivated
- History of personal success
- Honest, ethical, and a strong sense of morality
- Enjoys working in a fast-paced, highly productive, value-driven environment
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
- Requires a Bachelor’s degree in finance, business administration, or related field
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
- Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
- Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
Compensation
$85,000 - $120,000 yearly + commission
About Northwestern Mutual - Puget Sound
At Northwestern Mutual, we’re committed to mutual success. You’ll find people with varied experiences and perspectives in an environment that emphasizes teamwork and collaboration. Devotion to its policy owners has led Northwestern Mutual through nearly 160 years of industry success. Some of our accolades include:
- #97 on Fortune 100 in 2022
- "World's Most Admired" Company in our Industry by Fortune
- Top 125 Companies for Training & Development (2009-2017)
- Top 50 Companies to Launch a Career with by Business Week from ('06-'17)
- Named one of the “50 Best Companies to Sell For” by Selling Power magazine
- Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazine
- Highest Financial Strength Ratings by Standard & Poor’s, Moody’s, Fitch Ratings, and A.M. Best