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Financial Advisor

Company: Northwestern Mutual
Location: Glendale
Posted on: February 10, 2024

Job Description:

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!


--- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
--- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
--- Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
--- Customize financial plans for each client based on potential life changes and changing financial needs
--- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
--- Collaborate with clients to develop comprehensive financial plans and investment strategies tailored to their unique goals and needs.
--- Utilize an open architecture planning process, giving you the flexibility to recommend a wide range of financial products and services.
--- Benefit from ongoing mentorship from our experienced Wealth Management Advisor, providing guidance and support throughout your entire career journey.
--- Stay at the forefront of industry knowledge through continuous training, education and professional development opportunities provided by our company.
--- Provide outstanding service and build long-term relationships with clients to ensure their financial success.
--- Analyze and assess clients' financial situations and make data-driven recommendations.
--- Leverage our great commission compensation structure, offering excellent earning potential and ongoing yearly residual streams.


--- Requires a Bachelor's degree in finance, business administration, or related field
--- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
--- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
--- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
--- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
--- A deep passion for financial planning and a commitment to delivering exceptional results for clients.
--- Exceptional communication skills, enabling you to articulate complex financial concepts in a clear and understandable manner.
--- Bachelor's degree in finance, economics, or a related field is preferred, but not required.

About Company:
Our mission is to empower clients to achieve their financial aspirations and secure their future. We are committed to providing personalized and comprehensive financial planning services that guide individuals and families toward financial stability, growth, and peace of mind. With unwavering integrity and expertise, we partner with clients on their unique financial journeys, helping them make informed decisions and live the lives they truly want to live.

Unlocking Your Financial Potential: We don't just manage money; we empower your financial journey. Our personalized strategies, unwavering support, and cutting-edge insights provide the keys to achieving your dreams, securing your legacy, and conquering your financial goals. Discover the difference in financial planning that's not just about numbers, but about your life, your aspirations, and your prosperity.

Keywords: Northwestern Mutual, Glendale , Financial Advisor, Accounting, Auditing , Glendale, Arizona

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