What are the responsibilities and job description for the Financial Planning Specialist position at Northwestern Mutual - Upstate SC?
Leadership Opportunities
Northwestern Mutual - Upstate SC offers a range of leadership opportunities for our financial advisors, including access to top-notch training and development programs, flexible scheduling, sponsorship for licensing/credentialing, development stipends, comprehensive medical, dental, and vision coverage, retirement package and pension plan, group life and disability income insurance, and more. As a full-time Financial Advisor, you will have the opportunity to advance into leadership roles as you progress within the firm, and take on increasingly complex responsibilities and challenges. Our supportive and collaborative work environment provides a platform for growth and development, and enables you to build strong relationships with colleagues and clients alike.
Business Operations
Our comprehensive planning approach helps clients focus on what matters most to them, and our support team provides ongoing guidance and coaching to help you succeed in your role. As a Senior Financial Consultant, you will be responsible for managing business operations, including client relationship management, marketing and sales, and product development. You will work closely with clients to understand their unique needs and circumstances, and provide guidance on investment strategies, risk management, and estate planning. You will also collaborate with other professionals within the firm to ensure seamless delivery of services and support to clients.
Educational Requirements
A bachelor's degree is required, and preferred three years of experience in sales, marketing, or business development are beneficial. No prior financial services experience is necessary, as extensive training is provided. Our comprehensive training program covers industry-leading products, tools, and resources, and provides ongoing guidance and coaching to help you succeed in your role.
Trajectory of Career Growth
We offer a clear trajectory of career growth, enabling you to advance into leadership roles as you progress within the firm. Our supportive and collaborative work environment provides a platform for growth and development, and enables you to build strong relationships with colleagues and clients alike. You will have the opportunity to take on increasingly complex responsibilities and challenges, and receive ongoing guidance and coaching to help you succeed in your role.
Northwestern Mutual - Upstate SC offers a range of leadership opportunities for our financial advisors, including access to top-notch training and development programs, flexible scheduling, sponsorship for licensing/credentialing, development stipends, comprehensive medical, dental, and vision coverage, retirement package and pension plan, group life and disability income insurance, and more. As a full-time Financial Advisor, you will have the opportunity to advance into leadership roles as you progress within the firm, and take on increasingly complex responsibilities and challenges. Our supportive and collaborative work environment provides a platform for growth and development, and enables you to build strong relationships with colleagues and clients alike.
Business Operations
Our comprehensive planning approach helps clients focus on what matters most to them, and our support team provides ongoing guidance and coaching to help you succeed in your role. As a Senior Financial Consultant, you will be responsible for managing business operations, including client relationship management, marketing and sales, and product development. You will work closely with clients to understand their unique needs and circumstances, and provide guidance on investment strategies, risk management, and estate planning. You will also collaborate with other professionals within the firm to ensure seamless delivery of services and support to clients.
Educational Requirements
A bachelor's degree is required, and preferred three years of experience in sales, marketing, or business development are beneficial. No prior financial services experience is necessary, as extensive training is provided. Our comprehensive training program covers industry-leading products, tools, and resources, and provides ongoing guidance and coaching to help you succeed in your role.
Trajectory of Career Growth
We offer a clear trajectory of career growth, enabling you to advance into leadership roles as you progress within the firm. Our supportive and collaborative work environment provides a platform for growth and development, and enables you to build strong relationships with colleagues and clients alike. You will have the opportunity to take on increasingly complex responsibilities and challenges, and receive ongoing guidance and coaching to help you succeed in your role.
