Client-Centric Financial Planning Advisor

Northwestern Mutual; Indianapolis (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

Munder Financial seeks a Relationship-driven Service Advisor to be the primary contact for an established client base, delivering exceptional client experiences through proactive communication and ongoing financial planning support.

New Service Advisors follow a structured development path with comprehensive training and mentorship to build deep expertise in financial planning, client relationships, and advisory services.

Qualifications

• Experience in financial services or client relationship management preferred.
• Bachelor's degree or higher preferred.
• Proficiency with CRM systems and Microsoft Office.

Responsibilities

• Serve as the primary advisor and relationship manager for assigned clients.
• Conduct annual reviews and ongoing client meetings.
• Monitor client situations for life events and changing financial needs.
• Identify planning gaps, risk exposures, and coverage needs.
• Ensure recommendations are implemented in a timely manner.
• Coordinate and complete client service requests with high responsiveness.

Skills

Client relationship management

CRM systems

Microsoft Office

Relationship-building

Verbal communication

Written communication

Organizational skills

Time management

Teamwork

Education

Bachelor's degree

Tools

Salesforce

Job description

Munder Financial seeks a Relationship-driven Service Advisor to be the primary contact for an established client base, delivering exceptional client experiences through proactive communication and ongoing financial planning support.

New Service Advisors follow a structured development path with comprehensive training and mentorship to build deep expertise in financial planning, client relationships, and advisory services.