Career Advisor

4 days ago


Milwaukee, Wisconsin, United States Northwestern Mutual - Greater Delafield Full time
Career Opportunity

We are seeking a talented Career Advisor - Financial Planning to join our team at Northwestern Mutual - Greater Delafield. In this role, you will work closely with clients to understand their financial goals and aspirations, and develop tailored solutions to help them achieve their objectives. With a strong focus on building long-term relationships and trust, this position requires excellent communication and interpersonal skills.


About the Team

Our team at Northwestern Mutual - Greater Delafield is passionate about helping people achieve financial security. We believe in building strong relationships with our clients and providing personalized service to meet their unique needs.


Responsibilities
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement strategies.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Compensation and Benefits
  • Estimated Salary Range: $80,000 - $150,000 per year, depending on experience and performance.
  • Comprehensive Benefits: Ongoing training and development programs, competitive compensation structure, and comprehensive support from a dedicated planning team.


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