Financial Representative Position Available In Western Connecticut Planning Region, Connecticut

Financial Representative Northwestern Mutual – 3.7 Norwalk, CT Job Details Full-time $104,022 – $120,432 a year 1 day ago Benefits Health insurance 401(k) Qualifications Asset management Sales Mid-level Securities law Estate planning Communication skills Wills, trusts, & estate law Full Job Description Overview We are seeking a motivated and detail-oriented Financial Representative to join our dynamic team. In this role, you will be responsible for providing expert financial guidance to clients, helping them navigate their financial goals through effective estate planning, asset management, and investment strategies. You will play a crucial role in building lasting relationships with clients while delivering exceptional service and support in the financial services sector. Responsibilities Develop and maintain strong relationships with clients by understanding their financial needs and goals. Provide comprehensive advice on estate planning, including wills, trusts, and estate law. Assist clients in asset management by recommending appropriate investment strategies tailored to their individual circumstances. Conduct thorough assessments of clients’ financial situations to create personalized financial plans. Stay informed about current market trends and changes in securities law to provide accurate advice. Utilize strong sales skills to promote financial products and services effectively. Collaborate with other financial professionals to enhance client service offerings. Educate clients on tax implications related to their investments and estate planning. Requirements Proven experience in sales or a related field is preferred. Knowledge of estate planning, asset management, investment management, and tax regulations. Excellent mathematical skills for analyzing financial data and creating reports. Familiarity with wills, trusts, and securities law is highly desirable. Exceptional communication and interpersonal skills to build rapport with clients. Ability to work independently as well as part of a team in a fast-paced environment. A commitment to ongoing professional development in the financial services industry. Join us as a Financial Representative where you can make a meaningful impact on clients’ lives while advancing your career in the financial sector.

Job Type:

Full-time Pay:

$104,022.00 – $120,432.00 per year

Benefits:

401(k) Health insurance

Compensation Package:

Commission pay

Work Location:

In person