Advisor

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them 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
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Client Advisor – Athletic Background

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
• Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
• Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
• Manage meeting schedule, including travel booking
• Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
• Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
• Achieve plan level and individual goals to help achieve service level agreements and business results
• Participate in client meetings, sales finals, or other external meetings as needed
• Work collaboratively across internal service and management teams to improve effectiveness

Retirement Plan Advisor assisting with financial planning and retirement readiness for clients

Retirement Plan Advisor

Retirement Plan Advisor assisting individuals in achieving retirement readiness through consultations and group presentations. Involves relationship management and strategic planning across public employee plans.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• Partner with affluent clients to identify their financial goals
• Analyze their financial landscape and develop recommendations
• Communicate complex financial solutions to clients
• Build meaningful relationships and implement appropriate financial solutions

Wealth Management Advisor partnering with affluent clients to achieve financial security

Wealth Management Advisor

Wealth Management Advisor at TIAA working with affluent clients to build financial solutions. Analyzing financial landscapes and developing tailored recommendations for achieving their financial goals.

• Transition Your Agricultural Skills into Financial Services: Help clients navigate financial decisions.
• Build long-term relationships with clients and understand their unique needs.
• Provide tailored financial solutions through personalized insurance solutions and financial planning.

Financial Representative helping clients achieve financial goals through personalized solutions

Field Advisor, Agriculture

Financial Representative at Northwestern Mutual, assisting clients with tailored insurance solutions and financial planning. Building long-term relationships to support client needs.

• Lead the interactive process with associates who have disabilities as defined by the Americans with Disabilities Act and Amendments Act (ADAAA)
• Ensure compliance with ADAAA guidelines set forth by the Equal Employment Opportunity Commission (EEOC)
• Collaborate with key stakeholders—including Legal, Business Unit HR, Corporate Technology, and others—to influence decision-making and implement tailored solutions
• Contribute to strategic efforts that promote accessibility and inclusion across the organization

Accommodation Advisor ensuring compliance with ADAAA guidelines at Fidelity

Accommodation Advisor

As Accommodation Advisor at Fidelity, lead compliance with ADAAA guidelines for associates with disabilities. Collaborate on tailored solutions and promote accessibility and inclusion across the organization.

Advisor jobs in New Hampshire