Financial Advisor Development Program

Job overview

The Financial Advisor Development Program is an onsite, full-time opportunity in Skokie, IL; compensation is not specified. Northwestern Mutual Greater Chicago provides financial planning services to help clients navigate their financial lives. The program prepares college graduates to build a financial planning practice through specialized training, prospecting, client meetings, plan preparation, coaching, and licensing support. Participants develop business strategies and make recommendations that help clients work toward their financial goals.

What you'll do

• Complete a three-month specialized training program
• prospect and network to build a business and client base
• develop and execute a business strategy
• contact potential clients and schedule meetings to understand financial goals
• prepare plans and recommendations
• use financial planning software
• attend weekly coaching and development meetings
• pursue insurance and investment licenses.

What we're looking for

Skills & competencies

financial advisor development program

financial planning

prospecting

client relationships

business development

financial recommendations

insurance licensing

investment licensing

weekly coaching

skokie il

northwestern mutual

Work arrangement

• Weekend coverage required

Benefits & perks

• Learning and development incentives up to $1,000 per month, excluding earned commissions
• support for insurance and investment licensing.

Why this role

Three-month post-graduation training program with coaching and support for insurance and investment licensing.

About the employer

Northwestern Mutual - Greater Chicago is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.