Financial Advisor & Planning Specialist

Northwestern Mutual; Kansas City (MO); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Professional Development

Performance incentives

Mentorship program

Flexible schedule

Community involvement

Job summary

Northwestern Mutual is seeking a Financial Representative to join our Kansas City area team. You will build long-term relationships, assess clients' needs, and provide personalized financial planning and insurance solutions.

Join a Fortune 500 company known for a strong culture, mentorship, and opportunities for advancement through sponsorship and training. The role emphasizes client service, networking, and ongoing financial guidance within our local offices.

Qualifications

• Bachelor's Degree strongly preferred or military equivalent.
• Experience in financial services, insurance or business development beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect assets and income.
• Ongoing Support: Monitor plans and provide updates, adjusting strategies as needed.
• Networking: Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client trust building

Education

Bachelor's Degree

Job description

Northwestern Mutual is seeking a Financial Representative to join our Kansas City area team. You will build long-term relationships, assess clients' needs, and provide personalized financial planning and insurance solutions.

Join a Fortune 500 company known for a strong culture, mentorship, and opportunities for advancement through sponsorship and training. The role emphasizes client service, networking, and ongoing financial guidance within our local offices.