Entry-Level Financial Advisor, Northwestern Mutual -Frederick, Frederick, MD
Northwestern Mutual -Frederick -
Frederick, MD,
US
Entry-Level Financial Advisor
Date Posted: 2024-05-24
Job description
Entry-Level Financial Advisor( Frederick and surrounding counties only applicants)Financial Representative//Financial Services ProfessionalFinancial Representatives at Northwestern Mutual Frederick help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:Personal Planning AnalysisAsset Income ProtectionEducation FundingInvestment Advisory ServicesTrust ServicesRetirement SolutionsBusiness Needs AnalysisAs a Northwestern Mutual Financial Representative:Build - Work to build a client base by growing relationships with your network and developing knowledge of NM financial products and market trends.Educate - Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.Influence - Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.Own - Take ownership of the development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for clients needs.Compensation BenefitsCommission structure to support early developmentRenewable incomeBonus programs and expense allowancesSupport for insurance licensing, SIE, Series 6, Series 63, CFP , and moreRetirement Package and Pension PlanMedical, Dental, Vision, Life Insurance, and Disability Income InsuranceFamily PlanningYou could be right for this opportunity if you have:4-year degree; or equivalent professional work experienceEnterprising ambitionsHistory of success in sales, athletics, military, client services, or client-facing rolesExcellent time-management skillsA desire for continuous learningLegal authorization to work in the US without sponsorshipAre you ready to change your life and the lives of clients? Apply now!About UsFor over 160 years, we have helped clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give clients the ability to successfully navigate their financial lives.Our tailored approach includes multiple financial strategies insurance, investments, and annuities built to reinforce each other, keeping clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for clients.Our Financial Representatives are valued partners. We value an inclusive and belonging environment where everyone s different viewpoints bring new successes!Why join Northwestern Mutual: #90, Fortune 100 company (2021)Forbes' Best Employers for Diversity (2018-2020)Top 10 US Independent Broker-Dealers1#1 Amongst Life Insurers Most Admired Companies2 for Financial SoundnessBest Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)$224 billion3 (retail investment client assets held or managed)Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.comCombined client assets of NMIS and NMWMC as of June 30, 2021Northwestern Mutual Financial Representative's income is based solely on production.Responsibilities:Collect and organize each client s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectationsResearch and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectivesDevelop and implement tailored financial plans using our array of services while considering each client s financial needs and life circumstancesLeverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professionalHelp clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial productsQualifications:Must have effective relationship management skillsUncompromising integrity and the ability to effectively communicate complex programs and ideas is requiredAbility to successfully network to prospect new potential clients is a mustAbout Company:Northwestern Mutual was named one of the "World's Most Admired Companies" in its industry according to FORTUNE magazine's annual survey, published January 2019. We have been among the leaders in the financial services industry for nearly 165 years and have a proven track record of financial success.