Northwestern Mutual is hiring a Financial Advisor in Plymouth, MA (hybrid) with training and development provided.

Offer strategic guidance across a broad spectrum of financial products and services, including debt management, cash management, insurance, and investments.
Assess a client’s overall financial picture, identify needs, and design a robust financial plan.
Guide clients toward financially sound and secure decisions.
Grow the client base and cultivate mutually beneficial relationships.
Network actively to generate leads and pursue opportunities to sell mutual funds, stocks, bonds, and other securities to meet sales targets.
Stay informed on industry trends and conduct market research to support advisory recommendations.
Monitor the implementation of the financial plan and update it as needed to maximize outcomes.
Maintain compliance with applicable regulations and industry standards.
Coordinate with providers, solicitors, valuers and other professionals as required.

Proven experience as a financial adviser, planner, or related role such as a controller or specialist.
A documented track record of delivering effective financial guidance.
Ability to analyze market financial data and provide data driven recommendations.
Strong communication, negotiation, and presentation abilities.
Meticulous attention to detail and the capacity to explain complex concepts clearly and simply.
Proficiency with computers and experience operating database systems.
Current professional qualifications such as FCA, CII, DipFA, CISI, or equivalent.
Bachelor's degree in Finance or a related field.

Job type: Full-time
Salary: USD 97,000 - 110,000 per year
Location: Plymouth, MA (hybrid)
Work location: Hybrid remote in Rockland, MA 02370
Ability to commute: Rockland, MA 02370 (Preferred)
Ability to relocate: Relocate before starting work (Preferred)
Application question: Will you require sponsorship either now or in the future?

Financial Advisor- Training and Development Provided

Job Description