Financial PLAnner
Company: Northwestern Mutual - Puget Sound
Location: Bellevue
Posted on: April 8, 2021
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Job Description:
Our firm is seeking professionals to join our growing practice.
Our representatives and advisors strive to understand their
client's goals and dreams in order to develop comprehensive
solutions that will help their clients reach financial
success.--Even if you have no previous finance experience, we will
help nurture and develop your sales and planning talents! (Our
training program = Training Magazine's "Training Top 125 Award"
winner).--You will be given the flexibility to build your own
practice while receiving support and guidance from our firm's
exceptional network of financial specialists, training and
educational programs, and mentors. Our coaches and mentors will be
there to guide and train you. The training program is 4 years long
and is very comprehensive. We will sponsor you for industry
licenses.
Earn compensation through stipends, commissions, bonuses, repeat
business, and client retention. It allows you to control what you
would want to earn at any given time in your career. To give you an
idea of what our financial professionals are making on average for
years 1-4 is $115,069, top 25% is $318,009 and top 10% is $619,797.
We offer full comprehensive benefits including Health Insurance,
dental, and two retirement plans.
Responsibilities:
Identify, seek, and establish prospects continuously and create
strong relationships with new clients as their trusted advisor
Develop and provide financial advice and strategies that are
suitable based on client risk tolerance and financial
objectives
Collect each client's financial information to determine financial
status, financial goals, cash flow, and financial expectations
Create customized financial plans suitable for each client based on
potential life changes and changing financial needs
Execute exceptional customer service to existing clients; track and
monitor communications in the client file, including strategies and
financial advice given
--- Financial Representatives execute our sales process with
prospective and existing clients, which include: Prospecting,
Telephoning, Approach, Fact-finding, Closing, and Follow Through.
In addition to the recommendation process, Financial
Representatives analyze a client's personal financial goals and
create a written analysis. In conjunction with the analysis, the
Representative provides specific recommendations as to which
products would appropriately suit the client's expressed need
within his/her budgetary constraints.
By joining our team, you'll have access to:
--- An award-winning training program to help you get started
--- Mentorship and professional development training throughout
your entire career
--- A culture that promotes diversity, teamwork, work/life balance,
recognition, and rewards
--- Full financial support for professional designations and
certifications for both your personal and professional business
growth
--- The opportunity to pursue leadership and specialized roles
--- Exceptional income potential, as your hard work will directly
relate to your sales results
--- Our financial representatives are compensated through
commissions, bonuses, repeat business, and client retention
--- Comprehensive Planning Analysis tools, brokerage, and advisory
platforms, as well as wealth management
--- Client Servicing, Product Sales Support, and Investment
Solutions Support through our Financial Planning Services Team
(FPS)
--- Compliance Operations through our Onsite compliance staff
within the network office and compliance support in the home
office
Qualifications:
Computer proficiency including MS Office, Google Suite, CRM
systems, and financial planning software is vital
Knowledge of the financial industry, financial products, best
practices, and tax regulations is desired
Superior customer service skills, math skills, relationship skills,
and communication skills are preferred
Proven success as a financial planner, personal financial advisor,
financial analyst, or financial consultant is essential
CPA license, or CFP (Certified Financial Planner license from
Certified Financial Planner Board of Standards) and FINRA Series 7
and 66, are required
--- BA or BS degree from a four-year institution
--- Enterprising ambitions
--- Strong interpersonal skills
--- Self-motivated
--- History of personal success
--- Honest, ethical, and a strong sense of morality
--- Good communication skills
--- Enjoys working in a fast-paced, highly productive, value-driven
environment
About Company:
Devotion to its policy owners has led Northwestern Mutual through
nearly 160 years of industry success. Some of our accolades
include:
At Northwestern Mutual, we're committed to mutual success. You'll
find people with varied experiences and perspectives in an
environment that emphasizes teamwork and collaboration.
#100 on Fortune 500 in 2017"World's Most Admired" Company in our
Industry by FortuneTop 125 Companies for Training & Development
(2009-2017)Top 10 Independent Broker-Dealer by Financial Planning
Magazine ('05-'17)Top 50 Companies to Launch a Career with by
Business Week from ('06-'17)Named one of the "50 Best Companies to
Sell For" by Selling Power magazineNamed one of the "50 Best Places
to Launch a Career" by BusinessWeek magazineHighest Financial
Strength Ratings by Standard & Poor's, Moody's, Fitch ratings, and
A.M. BestTop 5 independent broker-dealers
Keywords: Northwestern Mutual - Puget Sound, Bellevue , Financial PLAnner, Accounting, Auditing , Bellevue, Washington
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