At Northwestern Mutual, Financial Advisors strive to understand their client’s goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Advisors are seasoned professionals that come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. With Northwestern Mutual, our advisors are supported by our network of specialists, training programs and mentoring opportunities to help their clients and build practices.
- Assist clients to achieve and maintain financial security by providing financial advice and to match solutions with client’s needs and goals.
- Develop rapport with clients and foster long-term relationships.
- Be knowledgeable about Northwestern Mutual financial products and global financial market trends.
- Build and maintain client bases, keep current client financial plans up-to-date and recruit new clients on an ongoing basis.
- Provide dedicated and focused customer experiences.
- Build your own financial planning practice.