Financial Planner
Northwestern Mutual - Puget Sound
Seattle,
WA
US
Posted
ago
Northwestern Mutual - Puget Sound
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Qualifications
- Valid FINRA Series 7 & 63/66 preferred but not required
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Compensation
$97,000
About Northwestern Mutual - Puget Sound
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. Devotion to its policy owners has led Northwestern Mutual through nearly 160 years of industry success. Some of our accolades include:
- #97 on Fortune 100 in 2021
- "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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