Financial Consultant (All Professional Levels)
Financial Consultant (All Professional Levels)
Posted 2 days ago
SENIORITY
Senior
About the role
- Build trusted relationships with individuals, families, and business owners
- Develop personalized financial plans based on client goals and objectives
- Help clients navigate investment, retirement, insurance, and wealth management decisions
- Identify opportunities to grow and maintain a strong referral-based practice
- Conduct financial reviews and ongoing planning conversations
- Collaborate with Northwestern Mutual specialists to deliver holistic planning solutions
- Provide exceptional service and guidance throughout the client relationship
- Opportunities for Every Career StageEarly or Transitioning Career Professionals:
- For those entering the financial services industry, Northwestern Mutual provides a structured onboarding experience that includes:
- Licensing sponsorship and support
- Industry-leading training programs
- Dedicated mentorship and coaching
- Financial planning and wealth management education
- Professional development designed to help you launch a successful advisory career
- RequiredStrong interpersonal and relationship-building skills
- Excellent communication and presentation abilities
- Entrepreneurial mindset and desire to build a successful practice
- Strong work ethic and goal-oriented mentality
- Ability to work independently while collaborating with a team
- Must reside in or be willing to work within the Fairfield County, CT region
- PreferredBachelor's degree 1+ years of professional experience in sales, business development, consulting, client service, banking, finance, insurance, or wealth management
- Existing industry licenses (Life & Health, Series 6, 7, 63, or 66)
- Demonstrated success in client acquisition or relationship managementCFP®, ChFC®, CLU®, or other industry designations
- What We Look ForSuccessful advisors often come from a variety of backgrounds, including:
- Financial Services
- Wealth Management
- BankingInsuranceSales and Business Development
- ConsultingAccountingEducationMilitary Leadership
- Training stipends and onboarding support
- Performance-based incentives
- Production bonuses
- Uncapped commission opportunities
- Long-term recurring income potential
- Benefits may include:
- Medical, Dental, and Vision Coverage
- Retirement and Financial Planning Resources
- Professional Development Support
- Flexible Scheduling
- Leadership Development Opportunities
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
