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NM
Northwestern Mutual
Consultative Sales (Training Provided) **Career Changers Encouraged to Apply**
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on Massachusetts 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.
$120,463 / year median in Massachusetts
+4% projected growth
Job Description
We are looking for a financial adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to research marketplace on available products and services, identify customers' needs, design financial strategies and close a sale. Responsibilities Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Assess client's overall financial picture, understand their needs and develop a solid financial plan Guide clients towards a profitable and secure financial decision Cultivate client base and build win-win relationships Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas Keep abreast of new industry's trends and research market to back up financial consulting Oversee the course of the financial plan and update it, if necessary, to ensure profits Comply with all industry rules and regulations Liaise with providers, solicitors, valuers and other professionals Skills Proven working experience as a financial adviser, controller, planner, specialist or relevant experience Track record of successful financial guidance Ability to analyse market's financial data and to provide appropriate data-based advice Strong communication, negotiation and presentation skills Accuracy, attention to detail and the ability to explain complex information clearly and simply Excellent PC knowledge and ability to operate database systems Current certificate of qualifications (FCA, CII, DipFA, CISI or other) BS degree in Finance or related field