Client Advisor, Athletic Background

Northwestern Mutual

Financial Advisor engaging with clients at Hlubek District - Northwestern Mutual. Aiding clients in achieving their financial protection and planning goals with tailored strategies and ongoing support.

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

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 that safeguard clients' assets, income, and overall financial well-being
Regularly review and update clients' financial plans and insurance policies to reflect any changes in their circumstances or goals
Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Requirements

What you’ll need

Bachelor's degree in finance, business, or a related discipline
Excellent interpersonal and communication abilities
Strong analytical skills
Capability to build lasting client relationships
Obtain state insurance licenses (training provided)

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisAsset Protection StrategiesInsurance Policy ReviewGoal SettingStrategic Planning

Soft Skills

Interpersonal AbilitiesCommunication SkillsRelationship Building

Certifications

State Insurance Licenses