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Financial Advisor - Corner Wealth Management
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on Maryland data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$101,901 / year median in Maryland
+0% projected growth
Job Description
Financial Advisor - Corner Wealth Management at Northwestern Mutual Financial Advisor - Corner Wealth Management at Northwestern Mutual in Glen Echo, Maryland Posted in about 21 hours ago.
Type:
full-time At Corner Wealth Management, we help clients build, protect, and grow their financial future. As a Financial Advisor, you will develop trusted client relationships, create personalized financial strategies, and provide ongoing guidance to help individuals and families achieve their goals. Responsibilities Build and maintain strong client relationships through networking and referrals. Develop customized financial plans based on each client's goals and needs. Provide guidance on investments, retirement planning, insurance, education funding, and wealth management strategies. Conduct regular reviews and adjust plans as clients' needs evolve. Deliver exceptional service and long-term financial support. Qualifications Bachelor's degree preferred. Strong relationship-building and communication skills. Self-motivated, organized, and entrepreneurial mindset. Experience in sales, consulting, or client-facing roles is a plus. Passion for helping clients achieve financial success. Compensation & Benefits Competitive performance-based compensation. Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more. Comprehensive health, dental, and vision benefits. Retirement and long-term financial planning benefits. Opportunity for career growth within a collaborative team environment.
Location:
McLean, VA (In-Person) About Corner Wealth Management Corner Wealth Management is committed to helping clients make confident financial decisions through personalized advice, long-term relationships, and comprehensive wealth management strategies.