Remote Financial Planning Advisor

Cohen District - Northwestern Mutual; Oregon; Hybrid; USD 65,000 - 110,000; Full time

Benefits offered by this job

Retirement

Dental insurance

Vision insurance

Flexible schedule

Opportunity for advancement

Training & development

Company parties

Job summary

The Cohen District - Northwestern Mutual is seeking a Client Advisor to engage clients, assess their financial needs, and propose tailored planning strategies. You will build lasting relationships, provide guidance on protection and wealth management, and contribute to community financial well-being.

You'll work within a flexible schedule and have access to training, development, and mentorship resources, with potential for advancement in a supportive team environment.

Qualifications

• Bachelor's degree in finance, business, or related discipline.
• Strong interpersonal and communication abilities.
• Ability to build lasting client relationships.

Responsibilities

• Engage with clients to understand comprehensive financial needs.
• Design and implement tailored strategies to safeguard assets and future income.
• Regularly review and update financial plans and insurance policies.

Skills

Interpersonal communication

Analytical skills

Client relationship building

Education

Bachelor's degree in finance or business

Job description

The Cohen District - Northwestern Mutual is seeking a Client Advisor to engage clients, assess their financial needs, and propose tailored planning strategies. You will build lasting relationships, provide guidance on protection and wealth management, and contribute to community financial well-being.

You'll work within a flexible schedule and have access to training, development, and mentorship resources, with potential for advancement in a supportive team environment.