Financial Consultant

4 weeks ago

New York, United States Northwestern Mutual - Madison Ave Full time
Job DescriptionJob DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply todayCompensation:

$81,000 at plan commission

Responsibilities:
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Customize financial plans for each client based on potential life changes and changing financial needs
  • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications:
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
  • A Bachelor’s degree in business administration, finance, or a related field is required
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • Sales experience
About Company

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve clients.


With $265 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income, and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services.

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