Northwestern Mutual
Job Summary
We are seeking a dynamic and knowledgeable Financial Advisor to join our team and empower clients to achieve their financial goals. In this role, you will provide expert guidance on a wide range of financial services, including investment management, wealth planning, estate planning, and tax strategies. Your proactive approach will help clients navigate complex financial concepts, optimize their assets, and secure their financial future. This position offers an exciting opportunity to make a meaningful impact by building strong client relationships and delivering tailored financial solutions that drive success.
Responsibilities
Develop comprehensive financial plans by analyzing clients’ current financial situations, including cash flow, investments, insurance, and estate plans.
Advise clients on investment management strategies, asset allocation, and portfolio management to meet their short-term and long-term goals.
Assist clients with estate planning, wills, trusts, and estate law to ensure their assets are protected and transferred according to their wishes.
Stay informed about securities law, tax regulations, and financial software to provide compliant and innovative advice.
Conduct thorough financial analysis using advanced tools to identify opportunities for wealth accumulation and risk mitigation.
Cultivate strong customer relationships through regular communication, personalized service, and ongoing financial education.
Support clients with cash management solutions, banking services, and corporate accounting insights as part of holistic financial planning.
Experience
Proven experience in financial sales or advisory roles within the financial services industry.
Deep understanding of financial concepts such as investment management, asset management, public accounting, and technical accounting practices.
Knowledge of securities law, tax experience related to wills, trusts & estate law, and estate planning procedures.
Familiarity with research methods and financial analysis techniques to evaluate market trends and client portfolios effectively.
Proficiency in using financial software platforms for portfolio management and customer relationship management (CRM).
Strong math skills combined with a solid foundation in banking operations, wealth management strategies, and research methodologies.
Prior experience in sales or customer service roles within the finance sector is highly desirable. Join us as a Financial Advisor and help clients unlock their full financial potential! Your expertise will guide them through complex decisions while building lasting relationships rooted in trust and success. We’re committed to supporting your professional growth with comprehensive resources so you can thrive in this energetic environment!
Work Location: Remote
Seniority Level
Entry level
Employment Type
Full-time
Job Function
Finance and Sales
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Responsibilities
Develop comprehensive financial plans by analyzing clients’ current financial situations, including cash flow, investments, insurance, and estate plans.
Advise clients on investment management strategies, asset allocation, and portfolio management to meet their short-term and long-term goals.
Assist clients with estate planning, wills, trusts, and estate law to ensure their assets are protected and transferred according to their wishes.
Stay informed about securities law, tax regulations, and financial software to provide compliant and innovative advice.
Conduct thorough financial analysis using advanced tools to identify opportunities for wealth accumulation and risk mitigation.
Cultivate strong customer relationships through regular communication, personalized service, and ongoing financial education.
Support clients with cash management solutions, banking services, and corporate accounting insights as part of holistic financial planning.
Experience
Proven experience in financial sales or advisory roles within the financial services industry.
Deep understanding of financial concepts such as investment management, asset management, public accounting, and technical accounting practices.
Knowledge of securities law, tax experience related to wills, trusts & estate law, and estate planning procedures.
Familiarity with research methods and financial analysis techniques to evaluate market trends and client portfolios effectively.
Proficiency in using financial software platforms for portfolio management and customer relationship management (CRM).
Strong math skills combined with a solid foundation in banking operations, wealth management strategies, and research methodologies.
Prior experience in sales or customer service roles within the finance sector is highly desirable. Join us as a Financial Advisor and help clients unlock their full financial potential! Your expertise will guide them through complex decisions while building lasting relationships rooted in trust and success. We’re committed to supporting your professional growth with comprehensive resources so you can thrive in this energetic environment!
Work Location: Remote
Seniority Level
Entry level
Employment Type
Full-time
Job Function
Finance and Sales
#J-18808-Ljbffr