Financial Planning Advisor — Flexible Hours & Growth

Northwestern Mutual; Connecticut; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Licensing sponsorship

Training programs

Mentorship

Financial planning education

Professional development

Medical/Dental/Vision coverage

Retirement planning resources

Flexible scheduling

Job summary

Northwestern Mutual is expanding its Stamford, CT, and surrounding area offices and seeking both aspiring and experienced financial professionals to join a supportive training-oriented environment.

As a Financial Consultant (Representative), you will craft personalized financial strategies for individuals, families, and business owners, guiding wealth, retirement, insurance, and estate decisions with backing from a Fortune 500 company.

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.
• Must reside in or be willing to work within the Fairfield County, CT region.

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

Interpersonal skills

Relationship building

Communication

Entrepreneurial mindset

Independence with teamwork

Regional residency Fairfield County CT

Job description

Northwestern Mutual is expanding its Stamford, CT, and surrounding area offices and seeking both aspiring and experienced financial professionals to join a supportive training-oriented environment.

As a Financial Consultant (Representative), you will craft personalized financial strategies for individuals, families, and business owners, guiding wealth, retirement, insurance, and estate decisions with backing from a Fortune 500 company.