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Financial Advisor

Northwestern Mutual

Financial Advisor

Woburn, MA +7 locations
Full Time
Paid
  • Responsibilities

    Job Description

    We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

    RESPONSIBILITIES:

    • Advise clients on investment strategies and other financial decisions
    • Assess clients' assets, liabilities and overall financial conditions
    • Prepare presentations that recommend various financial products
    • Review and communicate portfolio performances to clients
    • Network and build relationships with new and existing client base

    ​QUALIFICATIONS:

    • Previous experience in banking, financing, or other related fields
    • Familiarity with investment products and services
    • Ability to build rapport with clients
    • Strong analytical and critical thinking skills
    • Excellent written and verbal communication skills

    Company Description

    WHO WE ARE At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies[i], Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $100 billion of client assets as a part of its wealth management and investment services. Recent Awards and Accolades: -FORTUNE® 97 (FORTUNE® 500, 2017) -One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2017) -Best Places to Work #67 (Glassdoor, 2018) -Highest Rated CEO's (Glassdoor, 2017)

  • Industry
    Financial Services
  • Locations
    Miami, FL • Woburn, MA • Rockland, MA • Pittsburgh, PA • King of Prussia, PA • Frisco, TX • Austin, TX • Williamsburg, VA