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Investment Consultant with Financial Expertise
4 weeks ago
**About the Role**
As a Financial Planning Specialist with Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
**Key Responsibilities:**
* Engage with clients to understand their financial goals, aspirations, and concerns.
* Develop comprehensive financial plans that include investments, insurance, and retirement.
* Recommend and implement insurance strategies to protect clients' assets and income.
* Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
* Build and maintain a network of clients through referrals, community involvement, and professional associations.
**Qualifications:**
* 2+ years of full-time work experience (either related to or not related to Financial Services) following the completion of your education.
* A bachelor's degree in finance, business, or a related field is preferred.
* Previous experience in financial services, insurance or business development is beneficial but not required.
* Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
**Benefits:**
* Access to ongoing training and development programs, including sponsorship for advanced certifications.
* Competitive compensation structure including performance incentives, with no ceiling.
* Up to a $42,500K first year stipend based on controllable factors, ensuring an income if you put in the work and meet the position's requirements.
* Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
* Flexibility to create a schedule that fits your lifestyle and goals.
* Make a lasting impact by guiding individuals and families in your community towards financial security and success.
**Earnings Potential with Our Network Office:**
* Low End: $70K in the first year.
* High End: $250K+ in the first year.
* Average of Career Advisors (5+ years): $500K annually.
* Top 25%: $1M annually.
* Top 10%: $2.2M annually.
**About Northwestern Mutual:**
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies, with a unique culture deeply dedicated to helping people achieve financial security.
