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Financial Representative
Location:
Frederick, MD
Description:
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! This is an in-office position only and requires daily travel to the office. Please only apply if you are local to Frederick, MD. Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions• Be a coachable, organized team member interested in pursuing training development and educational opportunities• Provide knowledge to clients about insurance to protect them and their families Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary• Requires a Bachelor’s degree in business administration, finance, or other related field• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients• Up-to-date FINRA Series 7 & 63/66 documents are a bonus• THIS IS AN IN-OFFICE POSTION ONLY - CANDIDATES MUST BE AUTHORIZED TO WORK IN THE U.S. AND MUST BE WITHIN 35 MILES OF THE OFFICE TO BE CONSIDERED FOR THIS POSITION. Compensation: $80,000 About Company: This is an in-office position only and requires daily travel to the office. Please only apply if you are local to Frederick, MD. Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. For our clients we offer a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. Recent Awards and Accolades: FORTUNE® 97 (FORTUNE® 500, 2017)FORTUNE® WORLD'S MOST ADMIRED COMPANIES (2022)FORBES BEST EMPLOYERS FOR WOMEN (2022)FORBES BEST EMPLOYERS FOR DIVERSITY (2022)TOP 125 TRAINING PROGRAMGLASSDOOR TOP CEO'S (2021)
Company:
Northwestern Mutual, Frederick
Posted:
April 18 on WizeHire
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More About this Listing: Financial Representative
Financial Representative is a Accounting & Finance Financial Service Representative Job at Northwestern Mutual, Frederick located in Frederick MD. Find other listings like Financial Representative by searching Oodle for Accounting & Finance Financial Service Representative Jobs.
Financial Representative is a Accounting & Finance Financial Service Representative Job at Northwestern Mutual, Frederick located in Frederick MD. Find other listings like Financial Representative by searching Oodle for Accounting & Finance Financial Service Representative Jobs.