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Financial Advisor

Job in Washington, District of Columbia, 20022, USA
Listing for: Northwestern Mutual
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Financial Advisor, Financial Services
Job Description & How to Apply Below

Northwestern Mutual is a people-first financial services company committed to helping individuals and businesses achieve financial security. With $265 billion in assets under management and over $1.8 trillion in life insurance protection in force, we serve more than 4.5 million clients with a wide range of financial solutions including life, disability income, and long-term care insurance, as well as retirement and investment services.

Our wealth management team oversees over $125 billion in client assets. We are proud to support a diverse team of financial advisors and corporate employees to shape the future of financial security for all. Join us in our mission to provide financial clarity and long-term support for our clients.

Role Description

This is a full-time on-site role for a Financial Advisor located in Washington, DC. The Financial Advisor will work closely with clients to manage and grow their financial portfolios. Key responsibilities include conducting financial planning, creating tailored investment strategies, providing retirement planning guidance, and delivering comprehensive financial advisory services. Collaboration with a team of professionals and maintaining long-term client relationships are central to the role.

Qualifications
  • Strong understanding of Financial Planning, Finance, and Investments
  • Experience in Retirement Planning and Financial Advisory services
  • Excellent interpersonal and communication skills for client relationship management
  • Proven ability to analyze financial data and recommend customized solutions
  • Bachelor's degree in Finance, Business Administration, or a related field
  • Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
  • Ability to work effectively in a collaborative, team-oriented environment
  • Self-motivated with a strong commitment to clients’ financial success
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