Investment Consultant with Mentorship
2 weeks ago
We are seeking a highly motivated and experienced Investment Consultant with Mentorship to join our team at Fiorito Wealth Management. As a key member of our team, you will be responsible for building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key 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.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
We are looking for candidates with a strong educational background in finance, business, or a related field. Previous experience in financial services, insurance, or business development is beneficial but not required. Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients are essential.
BenefitsWe offer a comprehensive benefits package, including:
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies, with a unique culture deeply dedicated to helping people achieve financial security.
Our ValuesWe are guided by a simple set of values: SERVICE, INTEGRITY, and DISCIPLINE. Our team is committed to providing unparalleled service, upholding the highest level of integrity, and achieving consistent, disciplined action to deliver exceptional results.
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