Financial Advisor
Northwestern Mutual
This job is no longer accepting applications
See open jobs at Northwestern Mutual.See open jobs similar to "Financial Advisor" Italy-America Chamber of Commerce.Accounting & Finance
Waukesha, WI, USA
Posted on Nov 14, 2023
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
This job is no longer accepting applications
See open jobs at Northwestern Mutual.See open jobs similar to "Financial Advisor" Italy-America Chamber of Commerce.