Financial Advisor

Northwestern Mutual

Financial Advisor providing tailored financial solutions and personalized planning for clients at Northwestern Mutual. Building long-term relationships and understanding client needs in financial services.

Posted 8/2/2026full-timeFairfield • Connecticut • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial planning, client consultation, and insurance solutions, with a strong focus on building client relationships and providing ongoing support. Capable of developing comprehensive financial strategies tailored to individual client needs while maintaining compliance with necessary licensing requirements.

Highest-signal resume keywords

Financial PlanningClient ConsultationInsurance SolutionsInterpersonal SkillsAnalytical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesInsurance StrategiesRetirement Planning

Soft Skills

Interpersonal SkillsCommunication SkillsAnalytical ThinkingBuilding Trust

Certifications & Qualifications

Series 6 LicenseSeries 63 LicenseState Insurance Licenses

Industry Keywords

Financial ServicesBusiness DevelopmentClient NetworkingAsset Protection

About the role

Key responsibilities & impact

Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

What you’ll need

A bachelor's degree in finance, business, or a related field is strongly preferred.
Previous experience in financial services, insurance or business development is beneficial but not required.
Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits

Comp & perks

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