Job Description
Job Description: Company Description - MUST BE LOCATED IN ROCHESTER NY (or RELOCATING)! Northwestern Mutual is a leading wealth management company with $265 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force. Serving more than 4.5 million people, we provide comprehensive financial services, including life, disability income, long-term care insurance, annuities, brokerage, advisory services, and discretionary portfolio management solutions. With a strong commitment to diversity and a people-first approach, we support a growing network of financial advisors and corporate professionals. Headquartered in Milwaukee and New York, we foster a culture of innovation and financial security. Role Description Northwestern Mutual is seeking a full-time Financial Advisor for an on-site role based in the Rochester, New York Metropolitan Area. The Financial Advisor will engage clients to provide tailored financial plans, assess their financial goals, and advise on investments, insurance, and other opportunities to help build long-term financial security. Responsibilities include building and maintaining client relationships, crafting personalized financial strategies, managing investment portfolios, keeping up-to-date on financial trends, and achieving client satisfaction through results-driven solutions. **This is a profession that can be taught and coached. Prior financial services experience is not required. We are looking for individuals who enjoy working with others, communicate effectively, are motivated to learn, and are willing to challenge themselves to grow. We provide comprehensive support, including paid training, licensing assistance, ongoing professional development, mentorship, and coaching to help you build a successful and rewarding career. Qualifications Proficiency in client relationship management, communication skills, and active listening abilities Solid organizational and business development skills, with the ability to execute strategic financial plans Experience in wealth management, financial advisory, marketing, business development, etc. Bachelor's degree in Finance, Business, Accounting, Marketing, etc. (willing to discuss) Commitment to understanding and complying with industry regulations and ethical standards Sales background is a plus Certifications such as CFP® (Certified Financial Planner) or ChFC® (Chartered Financial Consultant) are a plus Proficiency in financial analysis, risk assessment, and identifying growth opportunities for clients is a plus **You do not need a finance background to be successful in this role. We're seeking individuals who enjoy building relationships, have strong communication skills, and are eager to learn and grow. Through paid training, licensing support, mentorship, and ongoing development opportunities, we will provide the coaching and resources you need to succeed.
Numbers & Facts
| Location | Rochester, NY |
| Industry | Financial Services |
| Company Size | 5,000 to 9,999 employees |
| Year Founded | 1857 |
| Website | https://www.northwesternmutual.com/ |
About Company
Who We Are
What we believe.We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.
We care.We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.
Why Work Here
We’re strong and growing.In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
We invest in our people.We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
Be part of building our future.We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.
Enjoy Milwaukee.Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.
Our Culture
We are always evolving.At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
We do what’s right.Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.
We recognize and develop possibilities in our people.Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.
Diversity makes us better.We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.
Skills
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