Client Advisor – Athletic Background

Northwestern Mutual

Financial Advisor providing personalized guidance to clients and implementing tailored strategies for their financial well-being. Engaging with clients to cultivate networks and promote financial security.

Posted 8/2/2026full-timeTroy • Missouri • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial planning and client relationship management, with a focus on personalized strategies to meet clients' financial goals. Proficient in analytical skills and effective communication to foster client trust and satisfaction.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementAnalytical SkillsInterpersonal CommunicationLicensing (Michigan LAH, SIE, Series 6, 7, 63, CFP)

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 AnalysisInsurance Policy ReviewStrategy ImplementationAsset SafeguardingBusiness Development

Soft Skills

Interpersonal SkillsCommunication AbilitiesRelationship Building

Certifications & Qualifications

Michigan LAHSIESeries 6Series 7Series 63CFP

Industry Keywords

Financial ServicesInsuranceClient EngagementFinancial GoalsCommunity Involvement

About the role

Key responsibilities & impact

Engage with clients to understand their financial needs.
Provide personalized guidance to help clients achieve their financial goals.
Design and implement tailored strategies to safeguard clients' assets.
Regularly review and update clients' financial plans and insurance policies.
Cultivate a network of clients through referrals and community involvement.

Requirements

What you’ll need

Bachelor's degree in finance, business, or a related discipline preferred.
Experience in insurance, financial services, or business development beneficial but not mandatory.
Excellent interpersonal and communication abilities.
Strong analytical skills.
Capability to build lasting client relationships.
Willingness to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP. Sponsorship and resources provided if not already obtained.

Benefits

Comp & perks

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