Financial Advisor: Wealth Planning, Flexible Schedule

NICHOLAS J MINICH; Kentucky; On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Life insurance

Tuition reimbursement

Vision insurance

Employee assistance program

Professional development assistance

Referral program

Retirement plan

Job summary

Northwestern Mutual Columbus is a full-service financial planning firm providing personalized financial planning and investment advisory services in Columbus, OH. We seek a Financial Advisor to deliver guidance on investment and planning strategies and help clients achieve their financial goals.

The role entails advising on wealth-building strategies, preparing client plans, and coordinating with internal teams to implement recommendations, with a focus on in-person client interactions in the

Qualifications

• Bachelor’s degree in business or related field preferred; or equivalent combination of education & experience.

Responsibilities

• Provide advice and guidance on investment and financial planning strategies for clients in Columbus, OH area.
• Evaluate client financial status and determine need for wealth building strategies.
• Recommend appropriate wealth-building strategies, including investments, insurance, loans, or other financial products or services.
• Work with clients to develop financial goals, objectives, plans, and objectives for each client.
• Prepare recommendations based on client needs and goals.
• Serve as a liaison between client and internal teams to ensure smooth flow of recommendations and ongoing planning.
• Communicate with clients about their financial status, plans, objectives, risks, rewards of investments etc.
• Prepare tax returns for individuals and corporations according to applicable laws.
• Keep track of client files and documentation in accordance with firm policies.

Education

Bachelor’s degree in business or related field

Job description

Northwestern Mutual Columbus is a full-service financial planning firm providing personalized financial planning and investment advisory services in Columbus, OH. We seek a Financial Advisor to deliver guidance on investment and planning strategies and help clients achieve their financial goals.

The role entails advising on wealth-building strategies, preparing client plans, and coordinating with internal teams to implement recommendations, with a focus on in-person client interactions in the