What are the responsibilities and job description for the Financial Advisor/ Wealth Management Advisor position at Northwestern Mutual?
Company Description
Northwestern Mutual has been dedicated to helping families and businesses achieve financial security for over 160 years. Utilizing a personalized, holistic approach, including both insurance and investments, we support our clients in making the most of life today and in the future. Trusted by over 4.5 million people and managing substantial assets, our advisors provide essential services in life insurance, investment management, and financial planning. Headquartered in Milwaukee, WI, we believe diversity enhances our ability to serve our clients and shape the future of financial security.
Role Description
This full-time Financial Advisor/Wealth Management Advisor role is based on-site in West Hartford, CT. The advisor will manage client portfolios, develop financial plans, provide investment advice, and assist clients with retirement planning. The role requires building and maintaining client relationships, conducting regular review meetings, and staying updated on financial market trends and regulations.
