Client-Focused Financial Advisor | Wealth & Retirement

Northwestern Mutual Group; Providence (RI); On-site; USD 70,000 - 110,000; Full time

Job summary

Northwestern Mutual in Providence, RI is seeking a full-time Financial Advisor to build and maintain client relationships, conduct comprehensive reviews, and develop tailored strategies across insurance, investments, retirement, and wealth management. You will meet with clients, analyze financial situations, and present solutions while expanding your network.

The role emphasizes ethical guidance, collaboration with internal specialists, and ongoing market insight to ensure client-centered

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field preferred; CFP, Series licenses, or insurance licenses are a plus.
• Strong foundation in finance and investments; ability to analyze options and explain risk/return.
• Experience or interest in retirement planning and long-term wealth strategies.
• Ability to communicate complex financial concepts clearly and build trust with clients.
• Comfort with business development activities including networking and referrals.
• High ethical standards, analytical skills, and commitment to ongoing professional development.

Responsibilities

• Build and maintain client relationships through comprehensive financial reviews.
• Develop tailored strategies addressing insurance, investments, retirement, and wealth management needs.
• Meet with clients daily, analyze financial situations, present solutions, and adjust plans as needed.
• Prospect and network to grow the client base and expand referrals.
• Collaborate with internal specialists and stay current on market trends and products.
• Adhere to regulatory standards and use Northwestern Mutual’s tools and resources.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Complex financial concepts

Business development

Ethical standards

Education

Bachelors in finance / business / economics

CFP and/or Series licenses

Job description

Northwestern Mutual in Providence, RI is seeking a full-time Financial Advisor to build and maintain client relationships, conduct comprehensive reviews, and develop tailored strategies across insurance, investments, retirement, and wealth management. You will meet with clients, analyze financial situations, and present solutions while expanding your network.

The role emphasizes ethical guidance, collaboration with internal specialists, and ongoing market insight to ensure client-centered