Holistic Finance Consultant

at  Northwestern Mutual

A Holistic Finance Consultant at Northwestern Mutual will be responsible for providing clients with expert financial advice and services to help them achieve their financial goals. This role involves building lasting relationships, assessing the financial needs of clients, creating customized financial plans, and influencing the alignment of client behaviors to their intentions. Comprehensive training and ongoing professional development will be provided to ensure your success and growth within our organization.
Key Responsibilities

EDUCATIONAL BACKGROUND:

• Bachelor’s degree in preferred, Associates is acceptable.

EXPERIENCE:

• No previous experience needed! We believe in training and developing our advisors and consultants.
• Proven track record of success.

SKILLS:

• Strong analytical and critical-thinking skills.
• Excellent communication and interpersonal skills.

ABOUT US

For over 167 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our financial professionals are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Please refer the Job description for details