Northwestern Mutual
Financial Advisor - Career Changers Encouraged to Apply
Northwestern Mutual, Fort Myers, Florida, United States, 33916
Overview
Northwestern Mutual
provides financial clarity through a people-first approach. The firm offers life, disability income, long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management. We manage $265.0 billion in assets and $28.1 billion in revenues, supporting a diverse field force of financial advisors. This is a full-time hybrid role for a Financial Advisor located in Fort Myers, FL, with some work-from-home flexibility. Role Description
The Financial Advisor will be responsible for working with clients to develop financial plans, offer investment advice, and assist with retirement and insurance planning. Day-to-day tasks include meeting with clients, assessing financial needs, and tailoring recommendations to help clients achieve their financial goals. Ideal Qualifications
Financial Planning, Finance, and Retirement Planning skills Investments and Financial Advisory skills Excellent interpersonal and communication skills Ability to work independently and in a team environment Relevant financial certifications such as CFP, CFA, or ChFC are a plus Bachelor's degree in Finance, Economics, Business, or related field Employment Details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Location: Fort Myers, FL (hybrid)
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Northwestern Mutual
provides financial clarity through a people-first approach. The firm offers life, disability income, long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management. We manage $265.0 billion in assets and $28.1 billion in revenues, supporting a diverse field force of financial advisors. This is a full-time hybrid role for a Financial Advisor located in Fort Myers, FL, with some work-from-home flexibility. Role Description
The Financial Advisor will be responsible for working with clients to develop financial plans, offer investment advice, and assist with retirement and insurance planning. Day-to-day tasks include meeting with clients, assessing financial needs, and tailoring recommendations to help clients achieve their financial goals. Ideal Qualifications
Financial Planning, Finance, and Retirement Planning skills Investments and Financial Advisory skills Excellent interpersonal and communication skills Ability to work independently and in a team environment Relevant financial certifications such as CFP, CFA, or ChFC are a plus Bachelor's degree in Finance, Economics, Business, or related field Employment Details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Location: Fort Myers, FL (hybrid)
#J-18808-Ljbffr