Strategic Financial Planner

4 days ago


Seattle, Washington, United States Northwestern Mutual Full time

We are seeking a highly motivated and strategic financial advisor to fill an entry-level position at Northwestern Mutual.

Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Key responsibilities include creating customized financial plans, providing strategic recommendations, and working directly with clients to compile financial profiles.

Qualifications include a Bachelor's degree in business administration, finance, or a related field, as well as basic knowledge of computer programs and financial planning software.

Exemplary math skills, communication skills, and relationship skills are also essential for success in this role.

We are looking for a team member who is coachable, organized, and interested in pursuing training development and educational opportunities.

  • Develop and implement comprehensive financial plans for clients.
  • Provide expert advice on investment options, risk management, and estate planning.
  • Work closely with clients to understand their financial goals and objectives.
  • Stay up-to-date on industry trends and best practices in financial planning.

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