Financial Advisor

Company Description

Northwestern Mutual - Downtown Milwaukee partners with families and businesses to help them achieve their financial goals. By combining personalized insurance and investment strategies, Northwestern Mutual ensures clients can focus on the moments and people that matter most. The company is committed to providing expert guidance at every stage of the financial planning journey, creating tailored solutions for each client’s unique needs.

This is a full-time, on-site role for a Financial Advisor located in Milwaukee, WI. Responsibilities include working closely with individuals and businesses to assess their financial needs and create tailored financial plans. Key tasks include providing strategic advice on investments, retirement planning, and insurance solutions. You will also assist clients in managing their portfolios and achieving their long-term financial goals, establishing strong, trust-based relationships.

• Expertise in Financial Planning and Financial Advisory to develop personalized financial strategies
• Strong knowledge of Investments and Retirement Planning to guide clients toward future financial security
• Proficiency in Finance to analyze and manage client portfolios effectively
• Exceptional interpersonal and communication skills to build and maintain client relationships
• Relevant certifications, such as CFP or equivalent, are highly desirable
• Bachelor's degree in Finance, Business, Economics, or a related field is preferred
• Ability to thrive in an on-site, collaborative environment