Ready to start your career as a Financial Advisor? Join our growing team at Northwestern Mutual of Springfield. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurism.
Financial Advisors provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. They strive to understand their client's goals and dreams to develop comprehensive financial solutions that will help their clients reach financial success. Financial Advisors are given the flexibility to build their practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities.
Desired Skills and Experience
4-year College Degree
0-1 years experience
Prior financial services experience not needed -- extensive training provided.
We want people with different backgrounds and work experience, including but not limited to:
Former athletes
Financial management, insurance, and financial services
Community engagement
Military background
The candidate must be an accomplished communicator with strong verbal and written skills.
Prior sales and/or business experience preferred.
Additionally, Northwestern Mutual is committed to offering its Financial Advisors a comprehensive compensation and benefits program which includes:
Exceptional Income Potential
Leadership Opportunities
Sponsorship of Licensing/Credentialing
Development Stipends
Expense Allowance
Comprehensive Medical Coverage
Retirement Package; Pension Plan
Group Life and Disability Income Insurance
A typical day as a financial advisor may include:
Digging deep with clients and prospects to help formulate financial strategies
Developing tailored solutions for each client
Training and coaching from people who know their stuff, who are experts in management, and executives in the financial field
Managerial team meetings to set goals
Making calls to prospective clients
Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies:
A.M. Best: A++
Fitch Ratings: AAA
Moody’s Investors Service: AAA
Standard & Poor’s: AA+
At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their lives living!
Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!
Recognized by FORTUNE as one of the "World's Most Admired" companies[i], Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. Additionally, the FORTUNE 500 ranking is among the most recognized measure of financial success. Being #90 in 2021 affirms that Northwestern Mutual is among America's premier companies.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI, and its subsidiaries. Financial representatives are independent contractors.'
Benefit Conditions:
Only full-time employees are eligible
Paid Training:
Yes
This Job Is Ideal for Someone Who Is:
Achievement-oriented -- enjoys taking on challenges
People-oriented -- enjoys interacting with people and working on group projects
Autonomous/Independent -- enjoys working without micro-management
Job Type: Full-time
COMMISSION ROLE!
Benefits:
- 401(k)
- Dental Insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Schedule:
- 8-hour shift
- Monday to Friday
Supplemental pay types:
Ability to commute/relocate:
- Springfield, MA: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Financial concepts: 1 year (Preferred)
- Work Location: Downtown Springfield
Benefits:
- Dental Insurance
- Flexible schedule
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
Supplemental pay types:
- Bonus opportunities
- Commission pay
Ability to commute/relocate:
- Springfield, MA 01144: Reliably commute or plan to relocate before starting work (Required)
Responsibilities:
- Provide financial advice and guidance to clients based on their individual financial goals and objectives
- Conduct thorough financial analysis and develop personalized financial plans
- Assist clients in managing their investments, including asset allocation and portfolio diversification
- Stay up-to-date on market trends, investment products, and financial regulations
- Collaborate with client's attorneys and accountants to ensure comprehensive financial planning
- Educate clients on various financial topics, such as retirement planning, tax strategies, and estate planning
- Build and maintain strong relationships with clients through regular communication and exceptional service
Experience:
- Proven experience in financial analysis, financial planning, or related fields
- Strong technical accounting skills and proficiency in math
- Knowledge of wills, trusts, and estate law is preferred
- Familiarity with various financial services products, such as insurance policies, mutual funds, and annuities
- Previous experience in public accounting or banking is a plus
- Excellent communication and interpersonal skills to effectively interact with clients
If you are a motivated individual with a passion for finance and helping others achieve their financial goals, we invite you to join our team as a Financial Advisor. We offer competitive compensation packages, ongoing professional development opportunities, and a supportive work environment.
Take the next step in your career and apply today!
