Financial Planning Specialist

3 weeks ago


Spring Valley, New York, United States Northwestern Mutual Full time

Salary Range

The estimated salary for this role is $60,000 - $100,000 per year, based on location and experience.

About the Role

This is an exciting opportunity to join Northwestern Mutual's team of financial professionals as a wealth management consultant. As a key member of our team, you will work closely with clients to understand their financial goals and develop customized plans to achieve them.

Key Responsibilities

  • Develop and implement financial plans for clients
  • Provide expert advice on investment strategies and insurance solutions
  • Work closely with clients to understand their financial needs and goals
  • Maintain accurate records and reports of client interactions

What We Offer

  • Opportunity to build a successful career in financial services
  • Industry-leading training and development programs
  • Competitive compensation and benefits package
  • Collaborative and dynamic work environment


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