Financial Services Consultant

4 weeks ago

Braintree, United States Northwestern Mutual Full time

Job Summary:

We are seeking a skilled Financial Consultant to join our team. The ideal candidate will provide financial guidance to clients, analyze financial data, and assist in making informed decisions to enhance their financial well-being.


Objectives of this role

  • Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
  • Conducting in-depth economic assessments to analyze clients' current financial situations and identify areas for growth and improvement.
  • Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
  • Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
  • Helping the company meet its financial objectives through personalized financial planning.
  • Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.


Your tasks

  • Organize client meetings to discuss financial goals, risk tolerance and investment preferences.
  • Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
  • Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
  • Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
  • Create detailed financial plans, including cash flow projections, retirement planning, and tax optimization strategies.


Required skills and qualifications

  • BA bachelor's degree in finance, economics, business administration or a related field.
  • Excellent interpersonal skills and the ability to build trust and rapport with clients.
  • Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.
  • Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
  • Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.

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