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Comprehensive Financial Advisor - Career Changers Welcomed!
Job
NICHOLAS J MINICH
Columbus, OH (In Person)
$112,500 Salary, Full-Time
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Job Description
Job DescriptionJob Description Northwestern Mutual Columbus is a full-service financial planning firm that provides personalized financial planning and investment advisory services to individuals and small to mid-sized companies. We are a team of professionals who are passionate about helping our clients achieve their financial goals. We are looking for a Financial Advisor to provide advice and guidance on investment and financial planning strategies. Responsibilities Provide advice and guidance on investment and financial planning strategies for clients in Columbus, OH area Evaluate client financial status and determine need for wealth building strategies Recommend appropriate wealth-building strategies, including investments, insurance, loans, or other financial products or services Work with clients to develop financial goals, objectives, objectives, plans, and objectives for each client Prepare recommendations based on client needs and goals Serve as a liaison between client and internal teams to ensure smooth flow of recommendations and ongoing planning Communicate with clients about their financial status, plans, objectives, risks, rewards of investments etc. Prepare tax returns for individuals and corporations according to applicable laws Keep track of client files and documentation in accordance with firm policies Qualifications •Bachelor's degree in business or related field preferred; or equivalent combination of education & experience