Find Jobs
Find Jobs Near You – Available Work in Your Location
Financial Advisor/Sales Role
Choose a Location
This role is available in multiple locations. Pick one to apply.
Career Insights for Financial Planner / Investment Consultant
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Oregon data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
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.
$105,138 / year median in Oregon
+0% projected growth
Job Description
Financial Advisor/Sales Role at Northwestern Mutual Financial Advisor/Sales Role at Northwestern Mutual in Keizer, Oregon Posted in 1 day ago.
Type:
full-time About the Company Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. About the Role Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance. Responsibilities Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. Provide guidance on basic financial literacy to help our clients achieve financial security long term. Maintain autonomy and flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Qualifications BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided. Must be located in greater Salem area or already planning to move here imminently. Required Skills Strong self-motivation. Interpersonal and communication skills. High standard of ethics. Preferred Skills Experience in business development or sales. Pay range and compensation package While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes: Uncapped Income Potential Leadership Opportunities Sponsorship of Licensing/Credentialing Robust performance bonuses to aid as you launch your business Expense Allowance Health Insurance- comprehensive Medical, Dental and Vision Coverage Health savings account Flexible spending account Retirement Package; Pension Plan Group Life and Disability Income Insurance Flexible schedule Parental Leave