Financial Advisor - Training Provided (Career Changers Encouraged)

Woburn, MA (Hybrid)

$83K/yr – $110K/yrMid LevelFull time

Posted 2 months ago

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Job Summary

Drive client-first financial planning as a Northwestern Mutual Financial Advisor in Woburn, owning the client acquisition and advisory practice with mentorship and Fortune 100 backing.

  • Own client acquisition and ongoing financial planning for a personal advisory practice.
  • Must-have: Sales experience
  • Standout: Mentorship, best-in-class products, and Fortune 100 scale

Job Description

Responsibilities

  • Financial Advisors at Northwestern Mutual Woburn help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our best-in-class advisors, mentors, and products.
  • Build—Work to build your knowledge of NM financial products and market trends. With a more personal approach, develop stronger relationships with your clients and network to grow your business alongside a Fortune 100 company.
  • Educate—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
  • Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
  • Own—Take ownership of development and management of the business as you to scale an enduring firm. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.