Investment Consultant with Mentorship Expertise
2 weeks ago
At Fiorito Wealth Management, we are seeking a highly motivated and experienced Investment Consultant to join our team. As a key member of our team, you will be responsible for building long-term relationships with clients, understanding their unique financial goals and aspirations, and providing tailored financial solutions.
Key Responsibilities:- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Education: A bachelor's degree in finance, business, or a related field is preferred.
- Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
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 policyownersnot Wall Street. We began in Wisconsin in 1857, and today we are one of America's top companies, with a unique culture deeply dedicated to helping people achieve financial security.
Our team is committed to providing unparalleled service, integrity, and discipline in all aspects of our business. We believe in building long-term relationships with our clients and providing tailored financial solutions to meet their unique needs.
Our team is led by experienced professionals who are passionate about helping individuals and families achieve financial security. We are committed to ongoing training and development, and we offer a comprehensive support system to our team members.
At Northwestern Mutual, we are dedicated to making a positive impact in our community. We are proud to support local charities and organizations that align with our values of service, integrity, and discipline.
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