Remote Client Advisor - Wealth Planning & Growth

Cohen District - Northwestern Mutual; Charleston (SC); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Retirement

Company parties

Dental insurance

Flexible schedule

Opportunity for advancement

Training & development

Vision insurance

Job summary

The Cohen District - Northwestern Mutual is hiring a Client Advisor in Charleston. You will engage clients to understand their financial needs and offer guidance to protect assets, income, and long-term security.

The role emphasizes relationship-building and community involvement while advancing through a supportive planning team. The position offers flexible work-from-home options and a compensation structure with performance-based incentives, with ongoing training and mentorship to support

Qualifications

• Bachelor's degree in finance, business, or related discipline preferred or beneficial.
• Excellent interpersonal and communication abilities.
• Strong analytical skills and ability to build lasting client relationships.

Responsibilities

• Engage with clients to understand their comprehensive financial needs and goals.
• Design and implement tailored strategies to safeguard assets, income, and long-term financial well-being.
• Regularly review and update clients' financial plans and insurance policies and grow a network of clients through referrals.

Skills

Interpersonal skills

Communication

Analytical skills

Client relations

Education

Bachelor's degree in finance/business

Job description

The Cohen District - Northwestern Mutual is hiring a Client Advisor in Charleston. You will engage clients to understand their financial needs and offer guidance to protect assets, income, and long-term security.

The role emphasizes relationship-building and community involvement while advancing through a supportive planning team. The position offers flexible work-from-home options and a compensation structure with performance-based incentives, with ongoing training and mentorship to support