💼 Financial Planning Consultant

Company
Northwestern Mutual
Location
Saint Cloud, MN
Date posted
2025-01-14
Job Type
None
Industry
Accounting / Finance
Description
We are seeking a knowledgeable and client-focused Financial Planning Consultant to join our team. The Financial Consultant will play a key role in helping clients achieve their financial goals by providing personalized investment strategies, life and disability insurance, retirement planning, tax efficiency solutions, and overall wealth management guidance. Key Responsibilities: Client Relationship Management : Build and maintain strong relationships with clients, understanding their...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
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