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Financial services associate

Boston
Northwestern Mutual
Service
Posted: 12 August
Offer description

6 days ago Be among the first 25 applicants

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Director of Recruitment & Selection at Northwestern Mutual

Responsibilities:

* Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
* Communicates solutions to clients that are best suited for their financial needs.
* Understands and accesses the full breadth of resources across the bank to benefit clients or prospects.
* Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor.
* Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

We’ll help you:

* Get training and one-on-one mentorship from managers who are invested in your success.
* Build connections to grow your network and business.
* Deliver advice through client reviews/presentations with confidence, including reviews of financial goals.
* Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest.

What we offer:

* Highly competitive commission structure designed to grow with you
* Passive income opportunities and bonus programs
* Fully paid insurance licensing
* Flexible in-office schedules once you complete training!
* Retirement savings program and more!


Seniority level

* Seniority level

Associate


Employment type

* Employment type

Full-time


Job function

* Job function

Consulting

Referrals increase your chances of interviewing at Northwestern Mutual by 2x


Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

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