Wealth Management Consultant

18 hours ago


Springfield, Massachusetts, United States Northwestern Mutual Full time
About the Role

We are seeking a highly motivated and experienced Financial Advisor to join our team at Northwestern Mutual. As a Financial Advisor, you will be responsible for providing expert guidance and innovative solutions to clients in the areas of retirement planning, insurance, and investment services.

Key Responsibilities
  • Conduct thorough financial analysis and develop personalized financial plans for clients
  • Assist clients in managing their investments, including asset allocation and portfolio diversification
  • Stay up-to-date on market trends, investment products, and financial regulations
  • Collaborate with clients' attorneys and accountants to ensure comprehensive financial planning
  • Educate clients on various financial topics, such as retirement planning, tax strategies, and estate planning
Requirements
  • Proven experience in financial analysis, financial planning, or related fields
  • Strong technical accounting skills and proficiency in math
  • Knowledge of wills, trusts, and estate law is preferred
  • Familiarity with various financial services products, such as insurance policies, mutual funds, and annuities
  • Previous experience in public accounting or banking is a plus
What We Offer
  • Competitive compensation packages
  • Ongoing professional development opportunities
  • A supportive work environment
  • Exceptional income potential
  • Leadership opportunities
  • Sponsorship of licensing/credentialing
  • Development stipends
  • Expense allowance
  • Comprehensive medical coverage
  • Retirement package; pension plan
  • Group life and disability income insurance
About Northwestern Mutual

Northwestern Mutual is a leading financial services company with a proven track record of financial success. We are committed to helping our clients achieve their financial goals and live their lives to the fullest.



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