Financial Planning Consultant

3 days ago


Bolivar, Missouri, United States Northwestern Mutual - Greater Delafield Full time
Job Opportunity

We are seeking a highly motivated Financial Representative to join our team at Northwestern Mutual - Greater Delafield. This role offers a unique opportunity to build long-term relationships with clients, understand their financial goals, and provide tailored solutions.

About the Role

As a Financial Representative, you will be responsible for:

  • Engaging with clients to understand their financial objectives and concerns.
  • Developing comprehensive financial plans that include investments, insurance, and retirement strategies.
  • Providing ongoing support to clients by monitoring their financial plans and adjusting strategies as needed.
Key Qualifications

To succeed in this role, you will need:

  • A bachelor's degree or equivalent experience.
  • Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • The ability to obtain necessary licenses, with training and sponsorship available.
Benefits

We offer a competitive compensation structure, including performance incentives, with no ceiling. You will also have access to ongoing training and development programs, marketing resources, and experienced mentors. Our flexible work-from-home options allow you to create a schedule that fits your lifestyle and goals.



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