Financial Planner
Northwestern Mutual - Puget Sound
Seattle, WA US
Posted ago
Northwestern Mutual - Puget Sound
We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Please apply today and get in touch!
Responsibilities
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

Financial Advisors and Representatives with Northwestern Mutual help clients reach their financial goals, staying with them over time, and evolving their plans as their needs change. With more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities.

You'll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you'll help them protect what they've worked so hard to achieve while also growing their assets for the future.

By joining our team, you'll have access to:

  • An award-winning training program to help you get started
  • Mentorship and professional development training throughout your entire career
  • A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
  • Full financial support for professional designations and certifications for both your personal and professional business growth
  • The opportunity to pursue leadership and specialized roles
  • Exceptional income potential, as your hard work will directly relate to your sales results
  • Our financial representatives are compensated through commissions, bonuses, repeat business, and client retention
  • Comprehensive Planning Analysis tools, brokerage, and advisory platforms, as well as wealth management
  • Client Servicing, Product Sales Support, and Investment Solutions Support through our Financial Planning Services Team (FPS)
  • Compliance Operations through our Onsite compliance staff within the network office and compliance support in the home office

Qualifications
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
  • Bachelor’s degree in business administration, finance, or related field is required
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired

  • BA or BS degree from a four-year institution
  • Enterprising ambitions
  • Strong interpersonal skills
  • Self-motivated
  • History of personal success
  • Honest, ethical, and a strong sense of morality
  • Good communication skills
  • Enjoys working in a fast-paced, highly productive, value-driven environment

Compensation
$70,000 - $120,000 yearly - Full-time, Commission
About Northwestern Mutual - Puget Sound

Devotion to its policy owners has led Northwestern Mutual through nearly 160 years of industry success. Some of our accolades include:

At Northwestern Mutual, we’re committed to mutual success. You’ll find people with varied experiences and perspectives in an environment that emphasizes teamwork and collaboration.

  • #100 on Fortune 500 in 2017
  • "World's Most Admired" Company in our Industry by Fortune
  • Top 125 Companies for Training & Development (2009-2017)
  • Top 10 Independent Broker-Dealer by Financial Planning Magazine ('05-'17)
  • Top 50 Companies to Launch a Career with by Business Week from ('06-'17)
  • Named one of the “50 Best Companies to Sell For” by Selling Power magazine
  • Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazine
  • Highest Financial Strength Ratings by Standard & Poor’s, Moody’s, Fitch ratings, and A.M. Best
  • Top 5 independent broker-dealers

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