Financial Consultant (All Professional Levels)

Northwestern Mutual; Connecticut; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Training stipends

Onboarding support

Uncapped commission opportunities

Medical, Dental, Vision coverage

Retirement planning resources

Professional development support

Flexible scheduling

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

Interpersonal skills

Communication

Entrepreneurial mindset

Work ethic

Independent plus team

Residency in Fairfield County CT

Job description

Financial Consultant (Representative) (All Professional Levels)

Northwestern Mutual

Full-Time

Build a Meaningful Career. Grow a Thriving Practice. Make an Impact.

Northwestern Mutual is seeking both aspiring and experienced financial services professionals to join our growing Stamford, Westport, and Fairfield, CT offices.

Whether you are beginning your professional career, transitioning from another industry, or already have experience in financial services, this opportunity offers the support, training, and resources to help you build a successful practice while making a meaningful impact on the lives of your clients.

As a Financial Consultant (Representative), you will help individuals, families, and business owners develop personalized financial strategies that align with their goals and priorities. Through Northwestern Mutual's comprehensive planning approach, you will guide clients through important financial decisions surrounding wealth accumulation, retirement planning, investments, insurance, education funding, business planning, and estate considerations.

You'll have the opportunity to build long-term client relationships while growing a business backed by one of the most respected and financially strong companies in the industry. Northwestern Mutual provides extensive training, mentorship, licensing support, and access to planning and investment professionals to help advisors at every stage of their careers succeed.

What You'll Do

• 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

Opportunities for Every Career Stage

Early or Transitioning Career Professionals:

For those entering the financial services industry, Northwestern Mutual provides a structured onboarding experience that includes:

• Licensing sponsorship and support
• Industry-leading training programs
• Dedicated mentorship and coaching
• Financial planning and wealth management education
• Professional development designed to help you launch a successful advisory career

Previous financial services experience is not required. We value individuals who are driven, relationship-oriented, coachable, and eager to build a rewarding career.

Experienced Financial Services Professionals:

For professionals already working in financial services, insurance, banking, wealth management, business development, or related fields, this opportunity provides:

• Access to Northwestern Mutual's comprehensive planning platform
• Investment and wealth management resources
• Advanced planning support and specialists
• Leadership and career growth opportunities
• The ability to grow and scale your practice with the backing of a Fortune 500 company

Experienced candidates with an existing client base, industry licenses, or financial planning experience are encouraged to apply.

Qualifications

Required

• 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

Preferred

• 1+ years of professional experience in sales, business development, consulting, client service, banking, finance, insurance, or wealth management
• Existing industry licenses (Life & Health, Series 6, 7, 63, or 66)
• Demonstrated success in client acquisition or relationship management
• CFP®, ChFC®, CLU®, or other industry designations

What We Look For

Successful advisors often come from a variety of backgrounds, including:

• Wealth Management
• Banking
• Insurance
• Sales and Business Development
• Consulting
• Accounting
• Education
• Military Leadership

Regardless of industry experience, we look for professionals who are motivated to build meaningful relationships, solve problems, and help others achieve financial security.

Compensation is designed to reward performance and business growth and may include:

• Training stipends and onboarding support
• Performance-based incentives
• Uncapped commission opportunities

Benefits may include:

• Medical, Dental, and Vision Coverage
• Retirement and Financial Planning Resources
• Professional Development Support
• Flexible Scheduling

Why Northwestern Mutual

• For more than 165 years, Northwestern Mutual has helped clients achieve financial security through a comprehensive approach to financial planning and wealth management. Advisors benefit from award-winning training, professional development, mentorship, and the opportunity to build their own business while benefiting from the support of an established industry leader.

Office Locations: Stamford, CT – Westport, CT – Fairfield, CT

Applicants should be local to Fairfield County, CT, New Haven County, CT, Westchester County, NY, or seeking to move to the area imminently.