Financial Services Representative - Northwestern Mutual

Overview: We are seeking a highly motivated and detail-oriented Financial Representative to join our team. As a Financial Representative, you will be responsible for providing financial advice and guidance to clients, helping them achieve their financial goals. This is an excellent opportunity for individuals with a strong background in finance and a passion for helping others.

Responsibilities:

• Provide comprehensive financial planning services to clients, including retirement planning, investment strategies, and estate planning

• Conduct thorough financial analysis and research to develop personalized financial plans - Assist clients in understanding complex financial concepts and strategies

• Build and maintain strong client relationships through regular communication and meetings - Collaborate with other professionals, such as attorneys and accountants, to develop comprehensive financial solutions

• Stay up-to-date on industry trends, regulations, and best practices - Utilize customer relationship management (CRM) software to track client interactions and manage appointments

Experience:

Proven experience in financial sales or corporate accounting

• Strong knowledge of wealth management principles and practices

• Familiarity with financial concepts such as cash management, investment strategies, and risk management

• Proficient in conducting financial research and analysis

• Excellent communication skills, both verbal and written

• Strong attention to detail and analytical thinking - Ability to build rapport with clients and establish trust

Proficient in using mathematical calculations for financial planning We offer competitive compensation packages and opportunities for career advancement within our organization.

If you are a dedicated professional with a passion for finance and helping others achieve their financial goals, we encourage you to apply.