Financial Advisor

Hiring local candidates to Oshkosh, WI. Career changers encouraged to apply! No financial experience required. Commission-based pay. Are you a self-motivated and driven individual who wants to make a difference in the lives of others? Joining our team at Northwestern Mutual as a Financial Advisor , you will work to build long lasting relationships with clients by helping them achieve their personalized financial goals. You will be part of a network office which has established, onsite support through continuous training, client development, and mentorship. Additionally, our local network office will provide guidance for you with clients as you walk them through the financial planning process. Start your career today with Northwestern Mutual.

You will:

Make a significant impact in the lives of individuals and businesses through effective financial planning and management Conduct research and analysis to identify investment opportunities Assist clients with corporate accounting and tax planning Collaborate with public accounting firms to ensure compliance with financial regulations Manage investment portfolios for clients, making strategic decisions to maximize returns Generate sales leads and build relationships with potential clients Oversee cash management activities, including monitoring cash flows and optimizing liquidity Utilize customer relationship management (CRM) systems to track client interactions and maintain accurate records

Ideal Experience:

Bachelor's or associate degree, preferred Prior sales or fundraising experience Familiarity with cash management strategies, financial analysis, or investment management, a plus Excellent communication techniques Self-starter and an entrepreneurial mindset Excellent time management skills

Other Information:

1099 commission compensation contract + First Year Bonus Plan Build your own book of business Health, Dental, Vision and Pension options available

Job Types:

Full-time, Contract Pay:

$50,000.00 - $100,000.00 per year

Benefits:

Dental insurance Flexible schedule Health insurance Paid training Professional development assistance Referral program Retirement plan Vision insurance

Job Type:

Full-time Pay:

$60,000.00 - $100,000.00 per year

Benefits:

Dental insurance Health insurance Health savings account Retirement plan Vision insurance

Work Location:

In person