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Northwestern Mutual

Client Advisor – Athletic Background

Northwestern Mutual

Client Advisor engaging with clients to understand comprehensive financial needs at Northwestern Mutual. Providing tailored guidance for financial protection and achieving planning goals.

Posted 7/2/2026full-timeOmaha • New York • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $95,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in financial planning and client relationship management, with a focus on personalized guidance and tailored strategies to meet clients' financial needs. Strong analytical skills and effective communication abilities are essential for cultivating a robust client network.

Highest-signal resume keywords
Financial PlanningClient Relationship ManagementAnalytical SkillsInterpersonal CommunicationBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
Excellent Interpersonal AbilitiesStrong Communication Skills
Industry Keywords
Financial NeedsFinancial ProtectionInsurance PoliciesClient ReferralsCommunity Involvement

About the role

Key responsibilities & impact
  • Engage with clients to understand their comprehensive financial needs
  • Provide personalized guidance to help clients achieve their financial protection and planning goals
  • Design and implement tailored strategies for clients' financial well-being
  • Regularly review and update clients' financial plans and insurance policies
  • Cultivate a robust network of clients through referrals and community involvement

Requirements

What you’ll need
  • Bachelor's degree in finance, business, or a related discipline preferred
  • Excellent interpersonal and communication abilities
  • Strong analytical skills
  • Capability to build lasting client relationships
  • Uncapped earnings potential preferred in business development-oriented organizations

Benefits

Comp & perks
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance