Holistic Finance Consultant

A Holistic Finance Consultant at Northwestern Mutual will be responsible for providing clients with expert financial advice and services to help them achieve their financial goals. This role involves building lasting relationships, assessing the financial needs of clients, creating customized financial plans, and influencing the alignment of client behaviors to their intentions. Comprehensive training and ongoing professional development will be provided to ensure your success and growth within our organization.

Key Responsibilities

Establishing a Relationship:

• Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims.
• Analyze clients’ financial needs and prepare reports on their current financial situation.
• Provide life-changing financial advice that aligns with clients' goals.

Financial Planning:

• Develop personalized financial plans based on the assessment of clients' financial needs.
• Recommend risk (insurance) and wealth (investment) products, retirement plans, tax strategies, and other financial services.
• Regularly update and adjust financial plans to account for changes in clients' lives, income, and expenses.

Investment Management:

• Provide guidance on investment opportunities.
• Monitor market trends and adjust investment portfolios as necessary.

Cultivate and Build Client Trust:

• Maintain long-term relationships with clients by providing exceptional service and regular follow-up.
• Educate clients about financial planning, investment opportunities, and market conditions.
• Keep clients informed about their investments and any changes that might affect their financial situations.

Compliance and Ethics:

• Ensure all financial planning activities comply with regulatory standards and company policies.
• Maintain client confidentiality and act with integrity and professionalism at all times.

Qualifications

Educational Background:

• Bachelor’s degree in preferred, Associates is acceptable.

Experience:

• No previous experience needed! We believe in training and developing our advisors and consultants.
• Proven track record of success.

Skills:

• Strong analytical and critical-thinking skills.
• Excellent communication and interpersonal skills.

Attributes:

• Drive, autonomy, and ability to implement feedback.
• Alignment to firm values of Impact, Integrity, Achievement, and Purpose
• Detail-oriented with strong organizational skills.
• Proactive and self-motivated with a client-first mindset.

Training Provided

Initial Training:

• Paid-for licensing for insurance and investment licenses.
• A comprehensive and customized onboarding program to familiarize you with the company's systems, processes, and financial products.
• Detailed initial training on our financial planning process, tools, and philosophies.

Ongoing Support:

• A three-year National Training Program curriculum to build financial professionals in business ownership, sales acumen, and client building.
• Access to a mentor and joint-work partners for guidance and support as needed.
• Feedback rich environment with regular coaching and development.

About Us

For over 167 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our financial professionals are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

• Fortune 97 company (2023)
• Unsurpassed Financial Strength with total company assets of $290 billion
• 96% of policy owners stay year after year
• Forbes' Best Employers for Diversity (2018-2023)
• Top 10 US Independent Broker-Dealers, Financial Advisor Magazine
• #1 Amongst Life Insurers Most Admired Companies for Financial Soundness
• Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2015-2023)
• $224 billion (retail investment client assets held or managed)
• Industry leader in total dividend payout with over $6 billion.

Equal Employment Opportunity Policy:

Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.

Job Type: Full-time

Pay: $133,000.00 - $195,000.00 per year

Benefits:

• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance

Compensation Package:

• Bonus opportunities
• Commission pay

Application Question(s):

• While not required, describe your sales experience.
• What has you drawn to a career as a Holistic Finance Consultant?

Education:

• Bachelor's (Preferred)

Ability to Commute:

• Saint Cloud, MN 56301 (Preferred)

Work Location: Hybrid remote in Saint Cloud, MN 56301

Salary : $133,000 - $195,000