Wealth Planner & Financial Advisor (Hybrid)

Usi Insurance; Chicago, Northern (IL, KY); Hybrid; USD 75,000 - 289,000; Full time

Benefits offered by this job

Unlimited earning potential

Mentorship and professional dev.

Health insurance

Parental leave

Health savings account

Life insurance

Job summary

Northwestern Mutual in Chicago seeks a Financial Representative - Advisor to build tailored financial plans for clients. You’ll collaborate with clients to design investment, retirement, life and disability strategies, while nurturing ongoing relationships and monitoring portfolios.

The role blends client service with business development in a supportive, mentor-led environment. Ideal candidates bring strong interpersonal and communication skills, a history of personal success, and a willingness

Qualifications

• Strong interpersonal and communication skills.
• History of personal success and drive.
• Thrives in entrepreneurial environment.
• Interest in community impact and business development.

Responsibilities

• Develop and implement tailored financial plans for clients.
• Provide guidance on investments, retirement planning, and insurance.
• Monitor portfolios and adjust strategies based on market trends and client needs.
• Maintain ongoing client relationships and deliver exemplary service.

Skills

Interpersonal skills

Communication skills

Entrepreneurial mindset

Business development

Education

4-year degree

Job description

Northwestern Mutual in Chicago seeks a Financial Representative - Advisor to build tailored financial plans for clients. You’ll collaborate with clients to design investment, retirement, life and disability strategies, while nurturing ongoing relationships and monitoring portfolios.

The role blends client service with business development in a supportive, mentor-led environment. Ideal candidates bring strong interpersonal and communication skills, a history of personal success, and a willingness