Financial Advisor

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Job description

Please apply only if you live in the San Jose Bay Area.

Choose a Career That Lets You Live Life Differently

Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has proven track record of financial success.

By joining our team, you'll have access to:

Sponsorship for Life and Health licensure, SIE, Series 63, 7 and CFP.

Unique opportunity to pursue leadership and specialized roles.

An award-winning training program to help you get started.

Personalized coaching, assistance with market development, and administrative support.

Benefits

· Eligibility for Launch Accelerator Program stipend, an opportunity to earn an additional $500 weekly.

· While you help your clients achieve financial security, Northwestern Mutual will also help you.

· Comprehensive medical coverage.

· Two company-funded retirement plans (pension plan and 401(k) plan.)

· Sponsorship of licensing and designations.

· Personalized mentorship from top-performing advisors.

· Group life and disability income insurance.

· Mentorship and professional development training throughout your entire career.

· A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards.

· Full financial support for professional designations and certifications for both your personal and professional business growth.

· Our financial advisors are compensated through commissions, bonuses, repeat business, client retention and stipends.

Responsibilities of a Financial Advisor

• Identify potential clients with marketing and branding resources provided by Northwestern.
• Scheduling appointments and meeting with potential clients
• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Make product recommendations to help your clients meet their financial goals
• Provide ongoing support and service for your clients
• Managing and updating client portfolios.
• Answering client questions about financial plans, strategies and giving financial advice.

Qualifications

• Bachelor's Degree (Preferred)
• Work and/or live in San Jose area
• Strong interpersonal, verbal, and written communication skills
• Ability to work independently
• A commitment to ongoing learning, including staying current on financial news, laws, and the impacts to their clients