Northwestern Mutual
Supporting Ambitious Financial Advisors | Empowering Personal and Professional Fulfilment | Cultivating Team-Centered Culture | Unlocking Potential |…
Company Description
Northwestern Mutual is dedicated to providing financial clarity with people-first plans designed to uncover new opportunities and potential blind spots. With $265.0 billion in assets under management, and $28.1 billion in revenues, we've served over 4.5 million people through various insurance and financial solutions. Our wealth management services manage over $125 billion in client assets. We support a diverse and growing field force of financial advisors nationwide, along with corporate office employees in Milwaukee and New York.
Role Description
This is a full-time on-site role for a Financial Advisor located in Salt Lake City, UT. As a Financial Advisor, you will be responsible for providing comprehensive financial planning services to clients, including developing tailored financial plans, advising on retirement planning, investments, and insurance products. You will conduct client reviews, present financial plans, and ensure clients are on track to meet their financial goals. Additionally, you will be expected to stay informed on market trends and industry regulations to provide the best possible advice to clients.
Qualifications
Excellent interpersonal and communication skills
Strong analytical and problem-solving abilities
Ability to work independently and as part of a team
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
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Northwestern Mutual is dedicated to providing financial clarity with people-first plans designed to uncover new opportunities and potential blind spots. With $265.0 billion in assets under management, and $28.1 billion in revenues, we've served over 4.5 million people through various insurance and financial solutions. Our wealth management services manage over $125 billion in client assets. We support a diverse and growing field force of financial advisors nationwide, along with corporate office employees in Milwaukee and New York.
Role Description
This is a full-time on-site role for a Financial Advisor located in Salt Lake City, UT. As a Financial Advisor, you will be responsible for providing comprehensive financial planning services to clients, including developing tailored financial plans, advising on retirement planning, investments, and insurance products. You will conduct client reviews, present financial plans, and ensure clients are on track to meet their financial goals. Additionally, you will be expected to stay informed on market trends and industry regulations to provide the best possible advice to clients.
Qualifications
Excellent interpersonal and communication skills
Strong analytical and problem-solving abilities
Ability to work independently and as part of a team
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
#J-18808-Ljbffr