Junior Wealth Advisor: Build Plans & Relationships

Northwestern Mutual; Florham Park (NJ); On-site; USD 65,000 - 110,000; Full time

Job summary

Northwestern Mutual in Florham Park, NJ is seeking a Financial Advisor to engage with clients and deliver tailored financial planning, including retirement and investment strategies.

You will conduct client consultations, analyze financial needs, and guide clients toward long-term goals while maintaining up-to-date market knowledge.

Grow your client base through referrals, build relationships through every life stage, and provide a great client experience in a collaborative environment.

Responsibilities

• Engage with clients to provide tailored financial planning services, including retirement planning, investment strategies, and financial advisory support.
• Conduct client consultations, analyzing financial needs, executing financial strategies, and offering informed guidance to help clients achieve their long-term financial goals.
• Building lasting client relationships and maintaining up-to-date knowledge of financial markets are key aspects of this role.
• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

Job description

Northwestern Mutual in Florham Park, NJ is seeking a Financial Advisor to engage with clients and deliver tailored financial planning, including retirement and investment strategies.

You will conduct client consultations, analyze financial needs, and guide clients toward long-term goals while maintaining up-to-date market knowledge.

Grow your client base through referrals, build relationships through every life stage, and provide a great client experience in a collaborative environment.