A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
Northwestern Mutual - Paramus Paramus, NJ Job Details Full-time | Contract $79,676.84 - $168,306.00 a year 4 hours ago Benefits Paid training Health insurance Dental insurance Tuition reimbursement Pension plan Parental leave Vision insurance 401(k) matching Life insurance Referral program Qualifications Training program Professional networking Teamwork Sales Attention to detail Client services Customer relationship management Prospecting Full Job Description At Northwestern Mutual , people are our DNA. Becoming a financial advisor at Northwestern Mutual means owning your own business and making a lasting impact for your clients, their families and yourself. At Northwestern Mutual, you'll work for yourself, but never by yourself. You'll have access to some of the industry's best and brightest, whose knowledge and expertise will help you build a successful business and career. Why Northwestern Mutual might be right for you: You'll feel like you belong : You can be yourself at Northwestern Mutual. You'll find a culture of partnership, inclusion, and the freedom to connect with peers and leaders across the company to grow your career. You'll make a difference : Through deeper conversations and exclusive solutions, you'll help create better financial outcomes that will help your clients, their loved ones, and their communities. You'll have opportunities to grow: You'll be supported by leading experts in the industry, ongoing training, and certification opportunities to help you build your business and income potential. Northwestern Mutual Training Program Overview Award-Winning Curriculum, Learning from Industry Experts, Client Acquisition Skills, Support from Experienced Advisors and Benefits of Joining Northwestern Mutual. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience. Build personalized, holistic financial plans tailored to every client's unique needs. Manage your client's financial plans to help them achieve their goals. Grow relationships with clients to support them through every stage of life. Qualifications 3-5 years' experience in sales and relationship-focused client engagements We are seeking candidates with a hunter mentality and with an entrepreneurial mindset. Excellent interpersonal and communication skills Ability to simplify financial planning, insurance and retirement planning to explain them in terms clients can easily understand. Able to apply creative solutions to a variety of issues in a fast-paced environment. There is occasional travel in some territories (up to 25% travel), which includes networking events, and meeting potential clients in your area(s). Proactively prospect for new clients by leveraging market research, sales tools, etc. Detail-oriented, self-motivated with a strong work ethic and the ability to work independently.
Compensation & Benefits:
Renewal income earned for continued client support and policy management. Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more. Certified Financial Planner® licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Medical, Dental, Vision Devotion to its policy owners has led Northwestern Mutual through nearly 160 years of industry success.
Some of our accolades include:
#111 on Fortune 500 in 2023 "World's Most Admired" Company in our Industry by Fortune Tri-Harbor Financial is the #1 office of Northwestern Mutual Compensation is a combination of commission, stipends, and bonuses. It allows you to control what you want to earn at any given time in a high-growth career.
Job Types:
Full-time, Contract Pay:
$79,676.84 - $168,306.00 per year
Benefits:
401(k) matching Life insurance Parental leave Referral program Tuition reimbursement Vision insurance
Experience:
Sales :
1 year (Preferred) Customer relationship management: 1 year (Preferred)
Location:
Paramus, NJ 07652 (Preferred) Ability to
Commute:
Paramus, NJ 07652 (Required) Ability to
Relocate:
Paramus, NJ 07652: Relocate before starting work (Required) Willingness to travel: 25% (Preferred)
