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Investment Consultant

2 months ago


Honolulu, Hawaii, United States Northwestern Mutual Full time
Position Overview

We are looking for an Investment Consultant to provide tailored financial guidance. Your role will focus on delivering customized investment strategies to assist clients in achieving their financial aspirations.

Key Responsibilities:

  • Guide clients on investment approaches and financial choices
  • Evaluate clients' financial status, including assets and liabilities
  • Create presentations that suggest various financial solutions
  • Analyze and report on portfolio performance to clients
  • Establish and nurture relationships with both new and existing clients

Required Qualifications:

  • No previous experience necessary; training will be provided
  • Background in Sales is preferred
  • Proven ability to connect with clients
  • Strong analytical and problem-solving capabilities
  • Exceptional written and verbal communication skills