Financial Advisor
Northwestern Mutual
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Job Description
Northwestern Mutual empowers individuals to achieve financial clarity through personalized, people-first financial plans. With $265.0 billion in assets under management and over $1.8 trillion in life insurance protection in force, we provide a wide range of services, including life insurance, disability income insurance, long-term care insurance, annuities, and investment advisory solutions. Serving more than 4.5 million clients, our wealth management services oversee over $125 billion in client assets. We are committed to diversity and growth, supporting our financial advisors across the country and corporate offices in Milwaukee and New York. Join us as we shape the future of financial security.
This is a full-time on-site role for a Financial Advisor based in Nashville, TN. The Financial Advisor will work closely with clients to analyze their financial goals, develop customized financial plans, and provide ongoing financial advice. Key responsibilities include retirement planning, investment portfolio management, and guiding clients through financial decisions that align with their long-term objectives. Advisors will also stay informed on industry changes and maintain compliance in delivering quality advice and services.
- Proficiency in Financial Planning and Financial Advisory to assess and design strategies tailored to client objectives.
- In-depth knowledge of Investments and Finance to provide guidance on portfolio management, market trends, and wealth-building opportunities.
- Experience with Retirement Planning to assist clients in preparing for financial security post-retirement.
- Strong interpersonal and communication skills to build trust, explain complex financial concepts, and maintain long-term client relationships.
- Self-motivated with the ability to work independently and drive client success.
- Bachelor’s degree in Finance, Business Administration, or a related field (preferred).
- Relevant certifications such as CFP® (Certified Financial Planner) or CFA® (Chartered Financial Analyst) are an advantage.
- Prior experience in financial advisory or wealth management is a plus.
About The Company
Northwestern Mutual
Northwestern Mutual is here for what’s most important—helping families and businesses experience the freedom of financial security for over 160 years. Through our personalized, holistic approach, including both insurance and investments, we’re helping people make the most of life today, and for days to come. Through advisors who stay with you every step of the way, leading insights and technology, and digital-first experiences, we’re here to show our clients a better way to money. In managing $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual has had the privilege of being there for more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company is trusted with more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines
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