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Northwestern Mutual - Kempf District Office

Financial Advisor

Career Insights for Financial Planner / Investment Consultant

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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

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Job Description

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on: Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship
Pay:
$50,000.00 - $100,000.00 per year
Benefits:
Dental insurance Flexible schedule Flexible spending account Health insurance Referral program Retirement plan Vision insurance
Location:
Wausau, WI 54401 (Required)
Work Location:
In person

Benefits

  • Other Retirement and Savings
  • Flexible Work Schedules
  • Health Insurance
  • Dental Insurance