Northwestern Mutual seeks a Financial Advisor to join our Braintree, MA office. This is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates from the financial sector and career-changers.
As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services-including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients.
Specific responsibilities include:
Business development: establishing relationships with new clients through leads, referrals, and calls
Meeting with clients to discuss their individual financial circumstances and what products and services best suit their financial goals
Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals
Day-to-day client relationship management, financial advisory, and handling of annual renewals
Qualifications:
Bachelor's degree (preferably in Finance or Business, but not required)
Prior experience in a client-facing role (includes sales, client/investor relations, customer service, etc.)
Excellent communication and interpersonal skills
General knowledge and interest in the Financial Services sector
Entrepreneurial mindset
Northwestern Mutual also sponsors licensing for Financial Advisors, including the Series 6, Series 7, and Series 63.
Whether you are early in your career and want to embark on a career in Financial Services, or are an experienced candidate seeking a career change or a new challenge, this is an excellent opportunity to thrive in the world of risk management, investments, and wealth management. Our award-winning training program provides you with everything you need to know to succeed in this career, so no prior Financial Advisor experience is needed.
This position starts out as onsite at our Braintree office, Monday - Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to Braintree, MA area prior to start.
Compensation is a combination of commissions, stipends, and bonuses. Average annual Financial Advisor compensation for this office is $82,000 - $113,000.
Benefits: Medical, Dental, Vision, 401K, and pension.
About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 160 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $250 billion in assets under management and $28 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.