Financial Advisor

Northwestern Mutual offers a stable, client‑focused environment with hybrid work options and a comprehensive benefits package. This Financial Advisor role in Weymouth, MA (hybrid) provides a competitive salary of $97,000 to $110,000 per year, along with a robust benefits suite including 401(k), health, dental, and vision insurance, life insurance, a retirement plan, and a flexible schedule. The position centers on delivering trusted financial guidance to clients, assessing their needs, and designing solid financial strategies while serving as a key liaison between clients and the company.

Responsibilities

• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionals

Requirements

• Proven working experience as a financial adviser, controller, planner, specialist or relevant experience
• Track record of successful financial guidance
• Ability to analyse market’s financial data and to provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
• Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
• BS degree in Finance or related field

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

Job Type: Full-time

Location: Weymouth, MA (hybrid). Hybrid remote work is available in Rockland, MA 02370 (preferred for commuting).

Education: Bachelor's degree