Financial Planning Consultant at Northwestern Mutual

  • Location: Texas
  • Type: Full Time
  • Posted: April 24, 2023

Industry: Private

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Northwestern Mutual as a Financial Planning Consultant

About Us:

Northwestern Mutual has been helping clients achieve financial security for over 160 years. As a leading provider of insurance and financial services, we are committed to guiding our clients towards a secure financial future. Our company values integrity, excellence, and client-centricity, which are reflected in our relationships with both clients and employees.

Position: Financial Planning Consultant

Job Description:

As a Financial Planning Consultant at Northwestern Mutual, you will work closely with clients to understand their financial goals and develop comprehensive financial plans to help achieve those goals. You will provide personalized financial advice and recommend appropriate insurance and investment products to meet clients’ needs. Your main responsibilities will include:

  • Conducting in-depth financial analysis to assess clients’ current financial situations
  • Developing customized financial plans based on clients’ goals and risk tolerance
  • Implementing recommended strategies to help clients reach their financial objectives
  • Monitoring and adjusting financial plans as needed to ensure they remain aligned with clients’ changing circumstances
  • Building and maintaining relationships with clients to provide ongoing financial guidance and support

Qualifications:

To be successful in this role, you should possess the following qualifications:

  • A bachelor’s degree in finance, economics, or a related field
  • Relevant professional certifications such as CFP, CFA, or ChFC
  • Previous experience in financial planning, insurance, or financial services
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Benefits:

Northwestern Mutual offers a competitive compensation package that includes a base salary, performance-based bonuses, and opportunities for career advancement. In addition, we provide comprehensive benefits such as:

  • Health, dental, and vision insurance
  • 401(k) retirement savings plan with employer match
  • Paid vacation and holidays
  • Professional development opportunities

How to Apply:

If you are passionate about helping others achieve financial security and interested in joining a leading financial services firm, we encourage you to apply for the Financial Planning Consultant position at Northwestern Mutual. Visit our careers page to submit your application and resume.

Join Northwestern Mutual and make a difference in the lives of our clients through personalized financial planning and guidance. Apply now!

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