Financial Advisor
Listed on 2026-01-12
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Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor, Financial Services
Comprehensive Financial Advisor for Higher Ed Professionals | Retirement & 403(b) Planning | Pension & Benefits Strategy | UConn, Trinity, CCSU…
Company Description
Northwestern Mutual is a trusted leader in financial planning, offering personalized strategies to help individuals gain financial clarity and achieve long‑term security. With $265 billion in assets under management and more than $1.8 trillion in life insurance protection in force, the company serves over 4.5 million clients through services including life, disability, and long‑term care insurance, as well as investment and wealth management solutions.
Headquartered in Milwaukee and New York, Northwestern Mutual supports a growing network of financial advisors and prioritizes diversity to shape the future of financial security for individuals and families across the nation.
Role Description
This is a full‑time, on‑site role located in Hartford, CT. The selected candidate will be responsible for assisting in financial planning strategies, managing client relationships, and providing tailored financial recommendations. Daily tasks include analyzing clients’ financial data, offering solutions to meet their goals, and assisting in the preparation of personalized financial plans. Collaboration with clients and team members will play a key role in identifying opportunities and addressing potential financial risks.
Qualifications
- Strong analytical and financial planning expertise, with skills in strategy development and data interpretation
- Excellent interpersonal, communication, and client relationship management skills
- Proficiency in financial tools and resources to facilitate investments, wealth management, and financial solutions
- Time management, problem‑solving, and the ability to prioritize in a dynamic work environment
- Bachelor’s degree in Finance, Business, Economics, or a related field is preferred
- Relevant certifications (e.g., CFP, CFA) are a plus
- Prior experience in financial planning, advising, or client services is advantageous
- Entry level
- Full‑time
- Finance and Sales
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