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Post Grad - Financial Representative Role
Job
Northwestern Mutual
Remote
$92,586 Salary, Full-Time
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77
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Job Description
Overview:
Company Description Northwestern Mutual is a financial security company that has been helping families and businesses achieve financial security for over 160 years. With a big-picture approach that combines insurance and investments, Northwestern Mutual guides clients to their financial goals through personalized digital experiences and leading-edge technology. The company holds over $1.8 trillion worth of life insurance protection and has more than 4.5 million clients who rely on them for various financial services. Role Description This is a full-time hybrid role for a Post Grad- Financial Representative at Northwestern Mutual.
- Utilize financial concepts and analysis skills to provide comprehensive financial planning services.
- Offer expertise in estate planning and securities law to assist clients with their financial goals.
- Manage investment portfolios and provide recommendations based on tax experience and wealth management strategies.
- Build and maintain strong customer relationships through effective communication and financial sales techniques.
- Stay updated on industry trends and regulations to ensure compliance with CFP and Chartered Financial Analyst standards.
Job Type:
Full-time Pay:
$70,172.00- $115,000.