Comprehensive Financial Coordinator

1 week ago


Cleveland, Ohio, United States Northwestern Mutual Full time

As a Comprehensive Financial Coordinator at Northwestern Mutual, you will play a critical role in supporting the delivery of comprehensive financial plans to clients. This role requires strong organizational and time management skills, as well as excellent analytical and problem-solving skills.

About the Role
  • Coordinate the delivery of comprehensive financial plans to clients through a collaborative process with financial representatives.
  • Support financial representatives in providing quality service to clients.
  • Maintain accurate records and ensure compliance with regulatory requirements.

Estimated Salary: $60,000 - $80,000 per year, depending on location and experience.

We are seeking highly motivated individuals who are passionate about delivering exceptional customer service and have a strong interest in financial planning. If you have a bachelor's degree in business, finance, or a related field, we encourage you to apply.



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