Finance Consultant

3 weeks ago

Braintree, United States Northwestern Mutual Full time

Job Summary:
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.

Pay: $100,000.00 - $150,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
- Work from home

Schedule:

- 8 hour shift
- Monday to Friday

**Education**:

- Bachelor's (required)

**Experience**:

- Microsoft Office: 1 year (required)

Ability to Relocate:

- Braintree, MA 02184: Relocate before starting work (required)

Work Location: Hybrid remote in Braintree, MA 02184

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