Finance Jobs in Weymouth, MA

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5mo ago

Financial Advisor

Northwestern Mutual Weymouth, MA

Weymouth, MA

5mo ago Closed

$97k - $110k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 11, 2026).

Job Description

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

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