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NM
Northwestern Mutual
Financial Advisor
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on Wisconsin 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.
$103,903 / year median in Wisconsin
+1% projected growth
Job Description
Company Description Northwestern Mutual has been dedicated to helping families and businesses achieve financial security for over 160 years. With a personalized and holistic approach, we offer a range of services including insurance and investments to help clients make the most of life. Our advisors, supported by leading insights, technology, and digital-first experiences, are committed to guiding clients towards financial success. Managing over $265 billion in assets and trusted by more than 4.5 million people, we provide life, disability income, and long-term care insurance, annuities, brokerage services, and wealth management solutions. Our headquarters is in Milwaukee, WI, and we champion diversity and growth in our financial workforce nationwide. Role Description After surviving a stroke, I have found purpose and fulfillment in helping clients prepare to retire and enjoy their own lives while protecting their family. Now, I'm looking to continue and pass that purpose and fulfillment on as we build a team of Financial Advisors. This is a full-time hybrid role for a Financial Advisor located in Milwaukee, WI, with some work-from-home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning services, including retirement planning, investment management, and financial advisory. On a day-to-day basis, the role involves meeting with clients to assess their financial needs, developing tailored financial plans, and offering advice on financial products and strategies to help clients achieve their financial goals. Qualifications Strong morals and ethics Excellent communication and relationship-building skills Proven ability to work independently and as part of a team Bachelor's degree preferred Strong desire to positively impact others
Job Type:
Full-time Pay:
$60,000.00 - $160,000.00 per yearBenefits:
Dental insurance Health insurance Life insurance Professional development assistance Retirement plan Tuition reimbursement Vision insuranceWork Location:
Hybrid remote in Milwaukee, WI 53224Benefits
- Financial Aid/Assistance
- Professional Development
- Other Retirement and Savings
- Health Insurance