N
Financial Representative / Financial Advisor
Columbia, MO
$75k - $150k/yr
Full time
Posted 15d ago
Job Description
Financial Representative / Financial Advisor in Columbia, MO onsite at Northwestern Mutual, focusing on financial planning, wealth management, and client development with comprehensive training and potential for six-figure earnings within a Fortune 100 company.
Responsibilities
- Establish and nurture relationships with individuals, families, and business owners.
- Perform financial needs analyses to define client goals.
- Create tailored retirement planning strategies.
- Design customized investment strategies within comprehensive financial plans.
- Incorporate life insurance protection into personalized financial plans.
- Integrate wealth management components into client plans.
- Incorporate estate planning strategies into plans.
- Include business planning solutions in client plans.
- Educate clients about financial concepts and strategic options.
- Grow the practice through referrals, networking, and community involvement.
- Maintain ongoing client relationships and deliver long-term guidance.
Requirements
- An associate degree is required.
- No prior experience in the financial industry is required.
Benefits
- Dental insurance coverage
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
- Comprehensive medical, dental, and vision coverage
- Retirement savings options
- Professional development opportunities
- Leadership and management career paths
Ideal Candidate
- Background in sales or business development
- Recruiting or client relationship management experience
- Experience in banking or financial services
- Background in athletics or competitive environments
- Entrepreneurial experience
Training and Licensing Support
- Life and health insurance license
- Series 6 and 7 licenses
- Series 63, 65, and 66 licenses
Compensation & Benefits
- Salary range: USD 75,000 - 150,000 per year
- Performance-based compensation
- First-year earnings commonly range from $80,000 to $120,000+
- Long-term earnings often reach six figures and higher
Education
- Associate degree required