Client Advisor – Athletic Background

Northwestern Mutual

Client Advisor engaging with clients to provide personalized financial guidance at Northwestern Mutual. Designing tailored strategies to secure clients' financial well-being while cultivating a robust client network.

Posted 7/3/2026full-timeFairfield • Connecticut • 🇺🇸 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 to safeguard clients' assets and income
Regularly review and update client's 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
Ability to build lasting client relationships
Experience in insurance, financial services, or business development is beneficial but not mandatory
Willingness to obtain state insurance licenses

Benefits

Comp & perks

Retirement
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 StrategiesIncome SafeguardingInsurance Policy ReviewBusiness Development

Soft Skills

Interpersonal AbilitiesCommunication SkillsRelationship Building

Certifications

State Insurance License