Financial Representative / Advisor
Northwestern Mutual – NYC
Job Description As a Financial Representative you will build long-lasting relationships with clients, offer guidance, and provide solutions to help clients meet their financial goals. Financial Representatives are supported by training programs, mentoring, and unlimited access to resources. They also work with a network of specialists who support clients in the following areas: Comprehensive Financial Planning - Personal Planning Analysis Asset & Income Protection - Education Funding Investment & Advisory Services - Trust Services Business Needs Analysis - Employee & Executive Benefits Responsibilities Offer a personalized approach to providing customized solutions tailored to each client’s long-term financial goals and objectives. Provide needs-based analysis to ensure the client’s needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities, and investments. Create a referral-based practice to build clientele. EEO Statement All your information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr Northwestern Mutual – NYC
Vacancy posted 2 days ago
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