What are the responsibilities and job description for the Senior Financial Consultant position at Northwestern Mutual - Upstate SC?
Company Overview
Northwestern Mutual - Upstate SC is a leading financial services company that has been supporting individuals and businesses in achieving financial security for over 165 years. With a strong commitment to personalized service and industry-leading products, our comprehensive planning approach helps clients focus on what matters most to them.
Salary and Benefits
As a full-time Financial Advisor with our firm, you will have the opportunity to develop holistic financial solutions for clients, including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. You will also enjoy the flexibility and freedom to build your own practice while receiving support from our network of financial specialists, training programs, and mentors. Our competitive compensation and benefits package includes exceptional income potential plus residual income, flexible scheduling, leadership opportunities, 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.
Job Description
As a Senior Financial Consultant, you will be responsible for developing and implementing comprehensive financial plans for clients, identifying their goals and objectives, and providing tailored recommendations to help them achieve their financial aspirations. 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.
Required Skills and Qualifications
To be successful in this role, you will need to possess excellent interpersonal and communication skills, self-motivation, high ethical standards, and an interest in business, finance, or entrepreneurial ventures. A bachelor's degree is required, and preferred three years of experience in sales, marketing, or business development are beneficial. Strong verbal and written skills are crucial, and no prior financial services experience is necessary, as extensive training is provided.
Benefits
Our comprehensive benefits package includes access to top-notch training and development programs, flexible scheduling, leadership opportunities, 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. We offer a supportive and collaborative work environment, where you can grow and develop your skills and expertise, and advance into leadership roles as you progress within the firm.
Others
We are committed to diversity and equal opportunity employment, and welcome applications from individuals of all backgrounds and experiences. Our goal is to create a diverse and inclusive workplace culture that values relationships and integrity, and provides opportunities for growth and development. If you are motivated, ambitious, and passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
Northwestern Mutual - Upstate SC is a leading financial services company that has been supporting individuals and businesses in achieving financial security for over 165 years. With a strong commitment to personalized service and industry-leading products, our comprehensive planning approach helps clients focus on what matters most to them.
Salary and Benefits
As a full-time Financial Advisor with our firm, you will have the opportunity to develop holistic financial solutions for clients, including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. You will also enjoy the flexibility and freedom to build your own practice while receiving support from our network of financial specialists, training programs, and mentors. Our competitive compensation and benefits package includes exceptional income potential plus residual income, flexible scheduling, leadership opportunities, 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.
Job Description
As a Senior Financial Consultant, you will be responsible for developing and implementing comprehensive financial plans for clients, identifying their goals and objectives, and providing tailored recommendations to help them achieve their financial aspirations. 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.
Required Skills and Qualifications
To be successful in this role, you will need to possess excellent interpersonal and communication skills, self-motivation, high ethical standards, and an interest in business, finance, or entrepreneurial ventures. A bachelor's degree is required, and preferred three years of experience in sales, marketing, or business development are beneficial. Strong verbal and written skills are crucial, and no prior financial services experience is necessary, as extensive training is provided.
Benefits
Our comprehensive benefits package includes access to top-notch training and development programs, flexible scheduling, leadership opportunities, 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. We offer a supportive and collaborative work environment, where you can grow and develop your skills and expertise, and advance into leadership roles as you progress within the firm.
Others
We are committed to diversity and equal opportunity employment, and welcome applications from individuals of all backgrounds and experiences. Our goal is to create a diverse and inclusive workplace culture that values relationships and integrity, and provides opportunities for growth and development. If you are motivated, ambitious, and passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
