hero

Career Central

Connecting people since 1887
Leverage our network to build your career.
Tell us about your professional DNA to get discovered by any company in our network with opportunities relevant to your career goals.

Wealth Management Advisor

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
Leawood, KS, USA · Leawood, KS, USA · Kansas, USA
Posted on Tuesday, June 4, 2024

Company Description

Northwestern Mutual is a leading financial services company that specializes in helping families and businesses achieve financial security. With over 160 years of experience, we offer a comprehensive range of insurance and investment solutions to help our clients navigate life and reach their financial goals. Our financial professionals combine their expertise with innovative technology to provide personalized and holistic financial advice.

Role Description

This is a full-time hybrid role for a Wealth Management Advisor based in Leawood, KS, with the flexibility for some remote work. As a Wealth Management Advisor, you will be responsible for providing comprehensive financial planning and wealth management services to clients. This includes retirement planning, investment management, and financial advice tailored to each client's unique needs. You will collaborate with a team of professionals to deliver exceptional service and help clients achieve their financial goals.

Qualifications

  • Financial Planning, Retirement Planning, and Wealth Management Services
  • Expertise in Investments and Finance
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain client relationships
  • Series 7 and 66 licenses (or willingness to obtain)
  • Certified Financial Planner (CFP) certification is a plus
  • Bachelor's degree in Finance, Economics, or a related field