Client Advisor: Financial Planning & Growth

Northwestern Mutual; Fisher Park (NC); On-site; USD 165,000 - 560,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual Greensboro is seeking a Client Advisor with a sports‑minded, team‑oriented mindset. You will be part of a dynamic, performance‑driven environment that values collaboration and client‑focused service.

As a Client Advisor, you will engage with clients to understand their financial needs, design tailored strategies to protect assets and income, and regularly review plans. You will also build a robust referral network through community involvement and professional associations,

Qualifications

• Bachelor's degree in finance, business, or related discipline.
• Excellent interpersonal and communication abilities.
• Strong analytical skills and ability to build lasting client relationships.
• State insurance licenses required with sponsorship considered.

Responsibilities

• Engage with clients to understand comprehensive financial needs and provide personalized guidance.
• Design and implement tailored strategies to safeguard assets, income, and financial well‑being.
• Regularly reviewing and updating clients' financial plans and insurance policies to reflect changes in circumstances or goals.
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Skills

Teamwork

Communication

Interpersonal skills

Analytical skills

Client relationships

Education

Bachelor's degree in finance or business

Job description

Northwestern Mutual Greensboro is seeking a Client Advisor with a sports‑minded, team‑oriented mindset. You will be part of a dynamic, performance‑driven environment that values collaboration and client‑focused service.

As a Client Advisor, you will engage with clients to understand their financial needs, design tailored strategies to protect assets and income, and regularly review plans. You will also build a robust referral network through community involvement and professional associations,