Financial Advisor & Planner — Flexible Schedule & Growth
The Wengzn District - Northwestern Mutual
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Benefits offered by this job
Job summary
Northwestern Mutual, a Fortune 500 financial services company, is seeking a Financial Representative in New Haven to build long-term client relationships and deliver tailored insurance solutions and financial planning.
You will work with a planning team, access marketing resources, and receive mentorship while pursuing professional development. The role offers a flexible schedule and potential for earnings driven by performance.
Qualifications
- Bachelor's degree strongly preferred.
- Experience in financial services or business development beneficial but not required.
- Strong interpersonal and communication skills, ability to build trust.
Responsibilities
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Skills
Education
Job description
Northwestern Mutual, a Fortune 500 financial services company, is seeking a Financial Representative in New Haven to build long-term client relationships and deliver tailored insurance solutions and financial planning.
You will work with a planning team, access marketing resources, and receive mentorship while pursuing professional development. The role offers a flexible schedule and potential for earnings driven by performance.
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