Financial Advisor (Training Provided)

Description

3 days ago Be among the first 25 applicants

This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $80,000.00/yr

Additional compensation types

Commission and Sign-on bonus

Direct message the job poster from Northwestern Mutual

A Financial Advisor provides strategic advice to clients, helping them make informed decisions about their financial products and services to achieve their financial goals.

Responsibilities - Financial Planning, Conduct a comprehensive assessment of clients' financial situations, including their income, expenses, assets, liabilities, insurance coverage, tax status, and financial objectives.

Investment Strategy: Analyze market data to recommend investment strategies tailored to clients' risk tolerance and financial goals, advising on products like stocks, bonds, mutual funds, and insurance.

Client Relationships: Build and maintain long-lasting relationships with clients by providing personalized financial planning services and advice. This includes regular portfolio reviews and adjustments based on changes in the client's life or financial markets. - **Financial Education**: Educate clients on financial concepts, investment options, and potential risks, ensuring they understand the implications of their financial decisions.

Compliance and Regulation: Stay updated with changes in financial regulations and ensure all advice and practices comply with legal standards. - **Sales and Business Development**: Expand the client base through networking, referrals, and understanding market needs to identify new business opportunities.

Reporting: Prepare or interpret financial documents, investment performance reports, and income projections for clients to review their financial status and progress towards their goals.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Business Development, and Finance

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Inferred from the description for this job

Medical insurance

401(k)

Vision insurance

Pension plan

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