Financial Advisor - Northwestern Mutual : Job Details

Financial Advisor

Northwestern Mutual

Job Location : Seattle,WA, USA

Posted on : 2024-11-17T03:14:19Z

Job Description :
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! ResponsibilitiesPERFORMANCE 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 BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO... • 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 • Good communication skills • 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
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