Financial Services Professional

4 weeks ago


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

Financial Planning Role at Northwestern Mutual

We are seeking a skilled Financial Services Professional to join our team at Northwestern Mutual. As a Financial Planner, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve success.

Key Responsibilities:

  • Develop and implement financial plans to help clients reach their goals
  • Provide guidance on insurance and investment strategies
  • Aid clients in implementing financial recommendations
  • Design customized financial plans based on client needs
  • Track and monitor client communications

Requirements:

  • Bachelor's Degree from a Four-Year Institution
  • Ability to commute to the NYC Metro Area
  • Strong communication skills

About Northwestern Mutual

We are a leading financial services company dedicated to helping our clients achieve financial security and success. Our team of experienced professionals is committed to providing exceptional service and support to our clients.



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