Financial Planning Representative

1 week ago


Poughkeepsie, New York, United States Northwestern Mutual Full time
Compelling Career Advancement Opportunities

We are seeking a talented Financial Planning Representative to join our rapidly expanding team in the Capital Region Albany, New York area. This role offers a unique chance to build a successful career in financial planning and management.

The ideal candidate will have a strong academic background, excellent communication skills, and a passion for helping clients achieve financial security. In this position, you will work closely with our experienced team to develop and implement customized financial plans for our clients. You will also be responsible for building relationships with new and existing clients, identifying their financial goals, and providing guidance on various financial products and services.

This is an exceptional opportunity for a motivated and ambitious individual to launch their career in the financial industry. As a Financial Planning Representative, you will have the potential to earn a competitive salary of approximately $60,000 per year, plus commissions and bonuses. Our company offers a comprehensive benefits package, including support for insurance licensing, product development stipends, and opportunities for professional growth and development.



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