Chicago Financial Advisor — Holistic Planning & Growth

Northwestern Mutual Group; Chicago (IL); On-site; USD 65,000 - 120,000; Full time

Job summary

Northwestern Mutual in Chicago, IL is seeking a Financial Advisor to meet clients, assess financial situations, and craft holistic plans guiding investments, insurance, and retirement. This on-site role emphasizes ongoing portfolio monitoring, documentation, and compliance with regulatory standards.

You will grow a client base through networking, referrals, and community engagement while collaborating with internal specialists to deliver integrated financial strategies.

Qualifications

• Strong expertise in financial planning and advisory services for client-focused strategies.
• Solid foundation in finance and investments to analyze options and explain risk/return.
• Experience or training in retirement planning to address income needs in retirement.
• Excellent communication and relationship-building skills to sustain long-term client trust.
• Comfort with sales, networking, and business development to grow a practice.

Responsibilities

• Meet with clients to understand goals and assess their financial situation.
• Create holistic financial plans that support long-term security.
• Provide guidance on investments, insurance, and retirement planning.
• Review and adjust plans as client needs evolve and monitor portfolios.
• Build and grow a client base through networking, referrals, and community engagement.
• Collaborate with internal specialists to deliver integrated strategies.

Skills

Financial Planning

Investments analysis

Retirement Planning

Interpersonal skills

Sales mindset

Regulatory compliance

On-site collaboration

Education

Bachelor's degree in Finance, Economics, or related field

CFP certification

FINRA licenses

Job description

Northwestern Mutual in Chicago, IL is seeking a Financial Advisor to meet clients, assess financial situations, and craft holistic plans guiding investments, insurance, and retirement. This on-site role emphasizes ongoing portfolio monitoring, documentation, and compliance with regulatory standards.

You will grow a client base through networking, referrals, and community engagement while collaborating with internal specialists to deliver integrated financial strategies.