Financial Representative - Providence, United States - Northwestern Mutual

Northwestern Mutual

Verified Company

Providence, United States

4 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Overview:
We are seeking a highly motivated and detail-oriented Financial Representative to join our team.

As a Financial Representative, you will be responsible for providing financial advice and guidance to clients, helping them achieve their financial goals.

This is an excellent opportunity for individuals with a strong background in finance and a passion for helping others.

Responsibilities:

Provide comprehensive financial planning services to clients, including retirement planning, investment strategies, and estate planning
Conduct thorough financial analysis and research to develop personalized financial plans
Assist clients in understanding complex financial concepts and strategies
Build and maintain strong client relationships through regular communication and meetings
Collaborate with other professionals, such as attorneys and accountants, to develop comprehensive financial solutions
Stay uptodate on industry trends, regulations, and best practices
Utilize customer relationship management (CRM) software to track client interactions and manage appointments Experience:
Bachelor's degree in finance, accounting, or a related field
Proven experience in financial sales or corporate accounting
Strong knowledge of wealth management principles and practices
Familiarity with financial concepts such as cash management, investment strategies, and risk management
Proficient in conducting financial research and analysis
Excellent communication skills, both verbal and written
Strong attention to detail and analytical thinking
Ability to build rapport with clients and establish trust
Proficient in using mathematical calculations for financial planning We offer competitive compensation packages and opportunities for career advancement within our organization. If you are a dedicated professional with a passion for finance and helping others achieve their financial goals, we encourage you to apply.