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Financial Advisor
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! Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects• Embrace the role of a structured yet coachable team player open to continued education and training from other team members• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals• Provide knowledge to clients about insurance to protect them and their families Qualifications: • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired• THIS IS AN IN-OFFICE POSITION 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 yearly About Company: 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 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 PROGRAM
Company:
Northwestern Mutual, Frederick
Posted:
May 22 on WizeHire
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More About this Listing: Financial Advisor
Financial Advisor is a Accounting & Finance Financial Advisor Job at Northwestern Mutual, Frederick located in Frederick MD. Find other listings like Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Financial Advisor is a Accounting & Finance Financial Advisor Job at Northwestern Mutual, Frederick located in Frederick MD. Find other listings like Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.