Financial Services Consultant jobs in United States
cer-icon
Apply on Employer Site
company-logo

Northwestern Mutual · 14 hours ago

Financial Services Consultant

positionProvidence, RI
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$70K/yr - $85K/yr

Northwestern Mutual has been helping clients achieve financial security for over 160 years, and they are seeking a Financial Services Consultant to create comprehensive financial strategies for individuals, families, and businesses. The role involves building relationships, providing expert guidance on financial solutions, and helping clients secure their financial future.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Jared Gansert
linkedin

Responsibilities

Develop personalized financial plans that address client needs, including wealth management, retirement planning, risk management, and estate planning
Educate clients on financial solutions such as insurance, investments, and advisory services
Build and maintain strong, long-term client relationships through regular communication and service
Prospect, network, and generate new business opportunities
Stay informed on industry trends, products, and regulatory requirements
Collaborate with a team of specialists to deliver comprehensive financial strategies

Qualification

Financial planningClient relationship managementSales experienceEntrepreneurial driveCommunication skillsSelf-motivation

Required

Strong interpersonal and communication skills with a client-first mindset
Entrepreneurial drive with the ability to manage your own practice and time effectively
Self-motivated, resilient, and committed to continuous learning

Preferred

Bachelor's degree in finance, business, or a related field preferred (not required)
Sales or client-facing experience is a plus

Benefits

Comprehensive training, mentorship, and development programs.
Access to cutting-edge financial planning tools and resources.
A recognized career path with growth opportunities.
Full benefits package, including medical, dental, vision, retirement plans, and more.

Company

Northwestern Mutual

twittertwittertwitter
Glassdoor3.9
company-logo
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
https://www.northwesternmutual.com

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Timothy Gerend
Chairman, President and CEO
linkedin
leader-logo
Phil Odella
COO/CFO
linkedin

Recent News

Arkansas Business — Business News, Real Estate, Law, Construction
Stone Bank, Washington Regional, UAMS Announce Hires & Promotions (Movers & Shakers)
2026-01-12
PR Newswire
Northwestern Mutual Breaks Company Record on Forbes' Latest List of Nation's Top Wealth Management Teams
2026-01-09
PR Newswire
Top Ratings Agencies Award Northwestern Mutual Highest-Available Financial Strength Designations for 35th Consecutive Year
2026-01-01
Company data provided by crunchbase