Financial Advisor

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. Qualifications Strong financial knowledge, including investment strategies, insurance planning, and portfolio management 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 Proficiency in financial analysis, risk assessment, and identifying growth opportunities for clients Certifications such as CFP® (Certified Financial Planner) or ChFC® (Chartered Financial Consultant) are a plus Experience in wealth management, financial advisory, or related fields is preferred Bachelor's degree in Finance, Business, Accounting, or a related field Commitment to understanding and complying with industry regulations and ethical standards #J-18808-Ljbffr