Hybrid Financial Advisor — Personal Planning & Wealth

Northwestern Mutual Group; Upper Arlington (OH); Hybrid; USD 45,000 - 75,000; Full time

Job summary

Northwestern Mutual Group is seeking a Financial Representative in Columbus, OH for a full-time hybrid role. You will educate clients on financial planning strategies, advise on investments and insurance, and help create comprehensive retirement plans aligned with client goals.

With a focus on building lasting client relationships, you will stay current on financial industry changes, licensing requirements, and product offerings to tailor strategies that meet diverse needs while supporting the

Qualifications

• Strong financial knowledge across planning, retirement, and investments.
• Bachelor's degree in Finance, Business, Economics, or related field preferred.
• Licensing such as Life and Health Insurance, Series 7/63 beneficial.

Responsibilities

• Educate clients on financial planning strategies and tailor recommendations.
• Provide advice on investments, insurance, and retirement planning.
• Build lasting client relationships and stay updated on industry changes.

Skills

Financial Planning

Retirement Planning

Investments

Communication

Sales Experience

Financial Knowledge

Education

Bachelor's degree in Finance/Business/Economics

Tools

Life/Health License

Series 7/63

Job description

Northwestern Mutual Group is seeking a Financial Representative in Columbus, OH for a full-time hybrid role. You will educate clients on financial planning strategies, advise on investments and insurance, and help create comprehensive retirement plans aligned with client goals.

With a focus on building lasting client relationships, you will stay current on financial industry changes, licensing requirements, and product offerings to tailor strategies that meet diverse needs while supporting the