Northwestern Mutual · 15 hours ago
Financial Consultant (Training Provided)
Alexandria, MN
Full-time
Onsite
New Grad, Entry Level
$120K/yr - $165K/yr
0+ years expNorthwestern Mutual is a leading financial services provider with over 168 years of experience in financial planning. The Financial Consultant role involves providing expert financial advice, developing personalized financial plans, and building lasting relationships with clients to help them achieve their financial goals.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims
Analyze clients’ financial needs and prepare reports on their current financial situation
Provide life-changing financial advice that aligns with clients' goals
Develop personalized financial plans based on the assessment of clients' financial needs
Recommend risk (insurance) and wealth (investment) products, retirement plans, tax strategies, and other financial services
Regularly update and adjust financial plans to account for changes in clients' lives, income, and expenses
Provide guidance on investment opportunities
Monitor market trends and adjust investment portfolios as necessary
Maintain long-term relationships with clients by providing exceptional service and regular follow-up
Educate clients about financial planning, investment opportunities, and market conditions
Keep clients informed about their investments and any changes that might affect their financial situations
Ensure all financial planning activities comply with regulatory standards and company policies
Maintain client confidentiality and act with integrity and professionalism at all times
Qualification
Required
Bachelor's degree in preferred, Associates is acceptable
No previous experience needed! We believe in training and developing our advisors and consultants
Proven track record of success
Strong analytical and critical-thinking skills
Excellent communication and interpersonal skills
Drive, autonomy, and ability to implement feedback
Alignment to firm values of Impact, Integrity, Achievement, and Purpose
Detail-oriented with strong organizational skills
Proactive and self-motivated with a client-first mindset
Benefits
Dental insurance
Flexible schedule
Health insurance
Vision insurance
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
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2026-01-22
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2026-01-17
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