Financial Advisor

Job overview

The Financial Advisor role is onsite in Bellevue, WA, with offices also listed in Seattle, WA, and Tacoma, WA. The stated compensation range is $85,000–$110,000 per year. Northwestern Mutual Puget Sound develops financial representatives and supports community initiatives, including pediatric cancer research. The advisor builds client relationships, understands financial goals, and develops personalized plans covering investments, insurance, retirement, tax, estate, and business planning. Ongoing reviews and networking help clients adapt their plans as needs change and support their financial security.

What you'll do

• Consult with clients about financial goals and concerns
• develop comprehensive financial plans
• monitor plans and adjust strategies as circumstances change
• build a client network through referrals, community involvement, and professional associations. Obtain required Series 6, 63, and state insurance licenses, with training and sponsorship available.

What we're looking for

Skills & competencies

financial advisor

financial planning

client relationships

investments

insurance

retirement planning

licensing support

bellevue wa

seattle wa

tacoma wa

northwestern mutual puget sound

$85k–$110k

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement benefits, performance bonus, dental, health and vision insurance, flexible schedule, advancement opportunities, and training and development.

Why this role

Training, mentorship, and professional licensing support are available for career changers; prior financial services, insurance, or business development experience is not required.

About the employer

Northwestern Mutual - Puget Sound is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.