Wealth Management Professional

3 weeks ago


Mequon, Wisconsin, United States Northwestern Mutual Full time

We are seeking a highly motivated Financial Representative to join our team at Northwestern Mutual. As a Financial Representative, you will play a key role in helping individuals, families, and small businesses achieve their financial goals and secure their financial futures.

What You'll Do
  • Provide personalized financial planning and investment advice to clients.
  • Help clients identify and achieve their financial objectives, such as saving for retirement, paying off debt, and building wealth.
  • Develop and implement customized financial strategies and solutions for clients, including investment, insurance, and retirement planning.
  • Build and maintain strong relationships with clients, providing exceptional service and support throughout the financial planning process.
Why Northwestern Mutual?

At Northwestern Mutual, we are committed to helping our clients achieve financial security and peace of mind. As a Financial Representative, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional client service and building long-term relationships.

We offer a comprehensive training program, ongoing professional development, and a competitive compensation package. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.

Requirements
  • Bachelor's degree in a related field, such as finance, business, or economics.
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients.
  • Ability to work independently and as part of a team, with a strong attention to detail and organizational skills.
  • Passion for delivering exceptional client service and building long-term relationships.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are interested in this opportunity, please submit your resume and a cover letter outlining your qualifications and experience.



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