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Finance Specialist
Northwestern Mutual
This job is no longer accepting applications
See open jobs at Northwestern Mutual.See open jobs similar to "Finance Specialist" This is CNY.Accounting & Finance
Posted on Jul 17, 2025
Responsibilities:
- Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
- Communicates solutions to clients that are best suited for their financial needs.
- Understands and accesses the full breadth of resources across the bank to benefit clients or prospects.
- Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor.
- Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
We’ll help you:
- Get training and one-on-one mentorship from managers who are invested in your success.
- Build connections to grow your network and business.
- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals.
- Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest.
What we offer:
- Highly competitive commission structure designed to grow with you
- Passive income opportunities and bonus programs
- Fully paid insurance licensing
- Flexible in-office schedules once you complete training!
- Progressive advancement opportunities
- Retirement savings program and more!
Requirements
- Bachelor's degree in Finance, Business, or a related field.
- Strong sales or communication skills.
- Excellent interpersonal skills.
- Proven ability to build and maintain client relationships.
- Detail-oriented with strong analytical and problem-solving skills.
Why Join:
. Top 5 US Independent Broker-Dealers.
· Unsurpassed financial strength with total company assets of $366 billion.
· Fortune 500® company (June 2025)
· Forbes’ Best Employers for Diversity (2024
· 2025 Training APEX Award winner
This job is no longer accepting applications
See open jobs at Northwestern Mutual.See open jobs similar to "Finance Specialist" This is CNY.