N
Business Financial Advisor
Wausau, WI
$60k - $100k/yr
Full time
Posted 16d ago
Training
Advisor
Business
Management
Financial Advisor
Wealth Management
Financial Planning
Client Service
Regulatory Compliance
Financial Reporting
Relationship Management
Business Development
Sales
Retirement Planning
Insurance Licensing
Financial Analysis
Leadership
Data Analysis
Customer Service
CRM
Client Relations
Project Management
Portfolio Management
Financial Services
Investments
Job Description
Northwestern Mutual - Kempf District Office offers a clear path to build your client base and deliver tailored financial planning solutions through Northwestern Mutual products. Benefit from a comprehensive training program, licensing support, and the freedom to grow your own book of business while helping clients live more and worry less.
Responsibilities
- Grow a client base by expanding relationships within your network and gaining in depth knowledge of Northwestern Mutual financial products and current market trends.
- Continue learning beyond initial training through sponsored licensing and ongoing development; utilize planning software, reporting tools, and client illustrations to explain potential plans.
- Present clients with opportunities to protect and prosper, guiding them to action via informed recommendations and professional influence.
- Own the development and management of the business as you refine your craft and build a team; review and maintain client financial plans to provide optimum advice for evolving needs.
Requirements
- A four year degree or equivalent professional work experience
- Entrepreneurial ambitions
- History of success in sales, athletics, military, client services, or other client facing roles
- Excellent time management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
Benefits
- Comprehensive Training Program
- Competitive Culture
- Entrepreneurial Path
- Dental insurance
- Flexible spending account
- Health insurance
- Referral program
- Vision insurance
Compensation and Contract Details
- Commission structure to support early development
- Renewable income
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Planning
Job Types
- Full-time
- Contract
Pay: USD 60,000 - 100,000 per year
Experience
- Sales: 1 year (Preferred)
Work location
In person, Wausau, WI (onsite)