- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
- 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
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Valid FINRA Series 7 & 63/66 preferred but not required
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Requires a Bachelor's degree in business administration, finance, or other related field
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- #97 on Fortune 100 in 2022
- "World's Most Admired" Company in our Industry by Fortune
- Top 125 Companies for Training & Development
- 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
- Top 5 independent broker-dealers
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Financial Planner - Seattle, United States - Northwestern Mutual - Puget Sound
Description
Job Description
Job DescriptionDo you have great listening skills and a knack for developing effective 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
Compensation:$97,000
Responsibilities: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:
