Financial Advisor

Northwestern Mutual
Bozeman, MT
Category Finance
Job Description
Northwestern Mutual is seeking a Financial Advisor to become part of their award-winning training programs, providing financial planning services to clients. The role involves client-building, obtaining licenses (Life/Accident & Health, SEC Essentials, and Series 6, 7, and 63), managing financial plans, and supporting clients throughout their life cycle. Opportunities to join a company with a focus on innovation and professional growth are provided.

Requirements

  • Grow client base
  • Personalized financial plans
  • Manage client financial plans
  • Obtain required licenses (Life/Accident & Health, Securities Industry Essentials, Series 6, 7, and 63)
  • Training, licensing & designations
  • Compliance with federal requirements
  • Entrepreneurial ambition

Benefits

  • Performance-based earnings
  • Professional development
  • Competitive compensation
  • Fully company-funded retirement package
  • Medical, vision, and dental insurance
  • Parental benefits
  • Life Insurance
  • Disability Insurance
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