Northwestern Mutual
Financial Advisor- Training and Licensing Provided
Northwestern Mutual, Williamsburg, Virginia, us, 23187
Financial Advisor - Training and Licensing Provided
Williamsburg, VA - Onsite required
For individuals considering a long-term career transition into financial planning and client advisory work, this position provides the opportunity to build enduring client relationships while developing an independent practice supported by a well-established firm that provides training and development.
Responsibilities
Develop and deliver comprehensive financial plans tailored to clients' long-term goals, including retirement, investment management, risk management, estate planning, and education funding strategies.
Build and grow a personal book of business by cultivating relationships through networking, referrals, and community engagement.
Maintain ongoing client relationships by conducting regular reviews, monitoring progress, and adjusting financial strategies as clients' goals and circumstances evolve.
Educate and guide clients with thoughtful well-informed financial advice while remaining current on industry trends, regulatory requirements and best practices.
Commit to continuous professional development through firm-sponsored training, mentorship, and ongoing education to enhance advisory expertise and client service.
Compensation and Benefits
NM-Funded Retirement Package and Pension Plan
Start up Capital - Additional income structure to support training and early development
Performance Pay
Renewal income earned for continued client support and policy management
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Competitive and comprehensive medical, vision, and dental plans
Health, Dental, and Life Insurance and Disability Income Insurance
Referrals increase your chances of interviewing at Northwestern Mutual by 2x
#J-18808-Ljbffr
For individuals considering a long-term career transition into financial planning and client advisory work, this position provides the opportunity to build enduring client relationships while developing an independent practice supported by a well-established firm that provides training and development.
Responsibilities
Develop and deliver comprehensive financial plans tailored to clients' long-term goals, including retirement, investment management, risk management, estate planning, and education funding strategies.
Build and grow a personal book of business by cultivating relationships through networking, referrals, and community engagement.
Maintain ongoing client relationships by conducting regular reviews, monitoring progress, and adjusting financial strategies as clients' goals and circumstances evolve.
Educate and guide clients with thoughtful well-informed financial advice while remaining current on industry trends, regulatory requirements and best practices.
Commit to continuous professional development through firm-sponsored training, mentorship, and ongoing education to enhance advisory expertise and client service.
Compensation and Benefits
NM-Funded Retirement Package and Pension Plan
Start up Capital - Additional income structure to support training and early development
Performance Pay
Renewal income earned for continued client support and policy management
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Competitive and comprehensive medical, vision, and dental plans
Health, Dental, and Life Insurance and Disability Income Insurance
Referrals increase your chances of interviewing at Northwestern Mutual by 2x
#J-18808-Ljbffr