Job Description
Job Description
We are seeking a Financial Advisor Traineeto join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities:
- Prospect for potential clients
- Advise clients on risk management and 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 sales experience
- Familiarity with insurance and investment products/services
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
Company DescriptionNorthwestern Mutual has been a trusted leader in financial services for over 160 years, helping clients achieve financial security through personalized planning and expert advice. We offer comprehensive solutions, including insurance, investment, and wealth management services. Our commitment to innovation, client-centric approach, and a supportive environment empowers our financial advisors to build thriving practices and make a significant impact on clients' lives. With a strong focus on professional development and collaboration, Northwestern Mutual provides the tools and resources necessary for success in a dynamic and rewarding career.
Company Description
Northwestern Mutual has been a trusted leader in financial services for over 160 years, helping clients achieve financial security through personalized planning and expert advice. We offer comprehensive solutions, including insurance, investment, and wealth management services. Our commitment to innovation, client-centric approach, and a supportive environment empowers our financial advisors to build thriving practices and make a significant impact on clients' lives. With a strong focus on professional development and collaboration, Northwestern Mutual provides the tools and resources necessary for success in a dynamic and rewarding career.