Wealth Consultant

Northwestern Mutual

Wealth Consultant at Northwestern Mutual helping clients with financial futures and insurance solutions. Evaluate needs and develop personalized insurance plans for clients' long-term strategies.

Posted 7/3/2026full-timeAlabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in evaluating clients' financial needs and developing personalized insurance plans while maintaining compliance with company policies. Strong relationship-building skills and a commitment to staying informed about industry trends are essential.

Highest-signal resume keywords

Bachelor's DegreeInsurance Product KnowledgeClient Relationship ManagementCompliance AdherenceTeamwork and Cooperation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Needs EvaluationPersonalized Insurance PlanningInsurance Sales

Soft Skills

Savvy CommunicationOwnership and ResponsibilityUnderstanding MotivationsAmbitious Thinking

Industry Keywords

Insurance ProductsIndustry Trends

About the role

Key responsibilities & impact

Evaluate clients' financial needs and goals to recommend appropriate insurance products
Develop personalized insurance plans that align with clients' long-term financial strategies
Establish and maintain strong relationships with clients
Stay informed about the latest insurance products and industry trends
Ensure all recommendations and sales comply with company policies

Requirements

What you’ll need

Bachelor's Degree (preferred)
Individuals who value taking ownership and responsibility
People who prioritize understanding the "who, why, and how" behind actions
Savvy communicators
Generous souls
Ambitious thinkers
Advocates for teamwork and cooperation

Benefits

Comp & perks

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