Client-Focused Financial Planner

Northwestern Mutual – NYC; New York (NY); On-site; USD 50,000 - 80,000; Full time

Job summary

Northwestern Mutual – NYC is seeking a Financial Representative to guide clients in meeting their financial goals through personalized planning and comprehensive analysis.

The role involves creating tailored solutions and establishing a referral-based clientele. Successful candidates will benefit from extensive training and mentoring, working alongside specialists to provide valuable financial advice across various service areas.

Qualifications

• Ability to build long-lasting relationships with clients.
• Strong analytical skills for needs-based analysis.
• Capacity to provide tailored financial solutions.

Responsibilities

• Offer personalized financial planning to clients.
• Provide comprehensive needs analysis throughout various life stages.
• Create a clientele through referrals.

Job description

Northwestern Mutual – NYC is seeking a Financial Representative to guide clients in meeting their financial goals through personalized planning and comprehensive analysis.

The role involves creating tailored solutions and establishing a referral-based clientele. Successful candidates will benefit from extensive training and mentoring, working alongside specialists to provide valuable financial advice across various service areas.