Investment Consultant

2 weeks ago


Providence, Rhode Island, United States Northwestern Mutual Full time

The successful applicant will provide tailored financial strategies to assist clients in achieving their financial aspirations. They should possess the ability to develop comprehensive financial plans and meticulously verify the accuracy of all information provided.

Key Responsibilities

  • Deliver financial advisory services to clients
  • Collaborate with investment specialists to enhance client engagement
  • Draft financial strategies and ensure their precision

Required Qualifications

  • Bachelor's degree in Finance or a related discipline
  • In-depth knowledge of the investment sector
  • Exceptional communication and interpersonal abilities


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