Financial Advisor: Build a Thriving Practice
Northwestern Mutual
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Benefits offered by this job
Job summary
Northwestern Mutual is seekingFinancial Consultant (Representative) to build trusted relationships with individuals, families, and business owners in the Stamford, Westport, and Fairfield, CT area. You will craft personalized financial plans addressing investments, retirement, insurance, education funding, business planning, and estate considerations.
The role offers onboarding, licensing support, and access to planning professionals within a Fortune 500 company, with opportunities to grow a
Qualifications
- Strong interpersonal and relationship-building skills.
- Excellent communication and presentation abilities.
- Entrepreneurial mindset and desire to build a successful practice.
- Strong work ethic and goal-oriented mentality.
- Ability to work independently while collaborating with a team.
Responsibilities
- Build trusted relationships with individuals, families, and business owners.
- Develop personalized financial plans based on client goals and objectives.
- Help clients navigate investment, retirement, insurance, and wealth management decisions.
- Identify opportunities to grow and maintain a strong referral-based practice.
- Conduct financial reviews and ongoing planning conversations.
- Collaborate with Northwestern Mutual specialists to deliver holistic planning solutions.
- Provide exceptional service and guidance throughout the client relationship.
Skills
Job description
Northwestern Mutual is seekingFinancial Consultant (Representative) to build trusted relationships with individuals, families, and business owners in the Stamford, Westport, and Fairfield, CT area. You will craft personalized financial plans addressing investments, retirement, insurance, education funding, business planning, and estate considerations.
The role offers onboarding, licensing support, and access to planning professionals within a Fortune 500 company, with opportunities to grow a
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