Financial Advisor

Northwestern Mutual; Norwalk (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

Northwestern Mutual in Norwalk, CT, is seeking a full-time on-site Financial Advisor to conduct day-to-day advisory tasks, meet clients to assess needs, and develop personalized plans. You will guide investments, insurance, and savings while managing client portfolios and monitoring markets to meet objectives.

As part of a collaborative team, you will work with colleagues to deliver comprehensive financial solutions and engage in ongoing professional development to stay ahead in a dynamic market.

Qualifications

• Excellent communication and interpersonal skills for client interactions.
• Ability to work collaboratively in a team environment.
• Experience in sales and/or client service.

Responsibilities

• Meet with clients to assess financial needs and develop personalized financial plans.
• Provide guidance on investments, insurance, and savings strategies.
• Manage client portfolios and monitor markets to help achieve financial objectives.
• Collaborate with team members and participate in ongoing professional development.

Skills

Communication

Teamwork

Sales

Job description

At Northwestern Mutual, we provide comprehensive financial advisory services tailored to meet your needs. With $265.0 billion in assets under management and $28.1 billion in revenues, we have protected over 4.5 million people with our life, disability income, and long-term care insurance. Our wealth management and investment services handle more than $125 billion in client assets. We support our dynamic team of financial advisors and corporate employees across the country. Committed to diversity and inclusion, we continually strive to shape the future of financial security.

Role Description

This is a full-time, on-site role located in Norwalk, CT. The role entails conducting day-to-day financial advisory tasks, including meeting with clients to assess their financial needs, developing personalized financial plans, and providing guidance on investments, insurance, and savings. The position involves managing client portfolios, monitoring financial markets, and ensuring clients' financial objectives are met. Additionally, you will collaborate with team members and participate in continuous professional development.

Qualifications

• Excellent communication and interpersonal skills for client interactions
• Ability to work collaboratively in a team environment
• Experience in sales and/or client service