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Client Relationship Financial Consultant

2 months ago

Honolulu, Hawaii, United States Northwestern Mutual Portland Full time
Position Overview

Salary: $70,000 - $100,000

Northwestern Mutual Portland is on the lookout for a skilled professional to fill the role of Client Relationship Financial Consultant. This position is pivotal in managing financial advisory operations and collaborating with our established clientele to cultivate new business opportunities. The ideal candidate will possess a proactive mindset, a commitment to making a meaningful impact, a competitive spirit, and a keen attention to detail, along with exceptional follow-through. We seek individuals who are eager for both personal and team development in a dynamic environment.

About Our Team

Our financial planning practice, in collaboration with Northwestern Mutual, is recognized as a leader in the financial services sector, dedicated to helping individuals and families secure their financial futures. Northwestern Mutual Portland is a vibrant and expanding financial advisory firm, committed to assisting clients in achieving their utmost success. As a well-established team with a substantial client base, we are eager to welcome high-caliber professionals who are looking to advance their careers with us.

Key Responsibilities:

  • Act as a primary point of contact for clients on behalf of the financial advisory team.
  • Ensure comprehensive client care and uphold commitments made to clients.
  • Drive client satisfaction and retention of accounts.
  • Enhance assets under management from the designated client portfolio.
  • Identify new revenue opportunities to better serve existing clients.
  • Develop loyal client advocates and generate new client relationships through these connections.
  • Advocate for and implement Northwestern Mutual's planning culture, processes, and tools.
  • Oversee the formulation and execution of risk and investment strategies tailored to each client's financial plan.
  • Collaborate with team members to fulfill service requests related to risk and investment products.
  • Represent the organization and the team's brand publicly.
  • Assist in the development of team marketing strategies and provide general marketing support.
  • Prepare and manage client communications and expectations.
  • Stay informed about industry and economic trends to enhance client service and relationships.
  • Maintain compliance with industry standards and regulations.
  • Work collaboratively and effectively with clients, colleagues, and team members.

Qualifications:

  • Proficient in Microsoft Excel, Word, and PowerPoint.
  • Bachelor's degree is required.
  • Minimum of 2 years of experience in the financial services industry.
  • Strong organizational and management skills.
  • Proven ability to maintain confidentiality.
  • Proactive approach to tasks with efficient time management.
  • Excellent client service skills in both in-person and telephone interactions.

Licenses and Certifications:

  • Series 63 or 66 Certification (to be obtained within the first six months).
  • Series 7 Certification (to be obtained within the first 12 months).
  • CFP Designation (to be obtained within the first three years).
  • Life and Health Insurance License (to be obtained within the first month).

Compensation and Benefits:

Annual salary ranges from $70,000 to $100,000, complemented by bonuses and profit-sharing opportunities.

Benefits Include:

  • Medical, Dental, and Vision Coverage.
  • Life & Disability Insurance.
  • 401(k) and Profit Sharing Plan.
  • Flexible Work Schedule.
  • Paid Time Off.

Commitment to Diversity:

Northwestern Mutual is an equal opportunity employer, valuing the contributions of every individual and recognizing the importance of diversity within our workforce. We uphold a policy of non-discrimination and strive to create an inclusive environment for all employees.